Cambridge Wealth Management, LLC

Cambridge Wealth Management LLC is a registered investment adviser specializing in investment advisory services for individuals, high-net-worth individuals, pension and profit-sharing plans, estates, corporations, and charitable organizations. Established in 2014, the firm is owned by Mitsuo Eli Lockrow, who serves as the Wealth Strategist and Chief Compliance Officer. Cambridge Wealth Management offers discretionary investment management services based on a percentage of assets under management, including investment analysis, allocation, portfolio reports, and ongoing monitoring. The firm primarily allocates client assets among mutual funds, ETFs, bonds, and equity securities based on client objectives and risk tolerance. Investment recommendations are made based on client financial situations and disclosed information, with a focus on building, managing, and preserving wealth to achieve financial goals. The firm also provides financial planning services covering personal, tax, investment, insurance, retirement, and estate planning. Clients have the option to engage in comprehensive financial planning services for a fee of $4,000, with payments made in two installments. Cambridge Wealth Management does not participate in wrap fee programs and manages over $23 million in discretionary assets and $5.8 million in non-discretionary assets as of February 2025. Mitsuo E. Lockrow, the owner, has a background in political science and financial planning, with previous experience in wealth advising and management at various financial institutions. He also engages in insurance activities, receiving customary compensation for insurance products purchased for investment advisory clients. Lockrow serves as the Chief Compliance Officer, overseeing compliance with regulatory requirements, policies, and procedures, and ensuring the firm's adherence to a fiduciary standard of care. For more information, clients can contact Mitsuo Lockrow at 518-677-3781 or [email protected].