Wealth Management

Expert advice and customized solutions for your evolving financial needs.

1Q 2021 Wealth Management Update

Jennifer Pline, CFA, Head of Wealth Management; David Lynch, CFA, Chief Investment Officer; and Susan Martore-Baker, President, Cambridge Trust of New Hampshire, together with our panel of experts, discuss the state of the global investment markets and the key economic themes likely to drive markets in 2021.


Featured in Advisor Perspectives, the #1 newsletter for financial advisors

Jennifer A. Pline, CFA, shares how she and the Cambridge Trust wealth management team have have found ways to give clients financial peace of mind even in these times of uncertainty.


A Warm Welcome to Wellesley Investment Partners Clients

Now that Wellesley Investment Partners and Cambridge Trust are one, we look forward to getting to know you. You’ll still have access to your Wellesley Investment Partners team that you’ve come to rely on but now you can also benefit from our expanded wealth management capabilities.

Together, we will continue to provide you with exceptional personal service and custom financial solutions you need to build and protect your wealth for the things that matter to you and to deliver the most important return of all – trust.


 For over 100 years, families and business owners have trusted us to help build and preserve their wealth for the goals and priorities that matter to them. Our investment and relationship management teams take a holistic approach to each client's financial life, which includes sophisticated and forward-thinking investment expertise. 

- Jennifer A. Pline, CFA, EVP of Wealth Management


Tax Management Strategies

Cambridge Trust has been vigilant in managing our clients’ investment portfolios, navigating sensibly through turbulence in the financial markets. Jennifer Pline, Executive Vice President & Head of Wealth Management, along with a panel of industry experts, moderates a discussion on some of the tax management strategies that we have been employing for our clients.

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Wealth Management Team

Our wealth managers develop trusted relationships by gaining a thorough understanding of the important goals and values that matter most to each client.​

Meet the Team

New Hampshire Trust Advantage

New Hampshire offers some of the most favorable and flexible trust laws in the country, and our New Hampshire team can help you benefit.


Who do you trust?

No matter where you are in your personal life, your career or even your retirement, you need someone you can trust to give your financial life the attention it deserves.