ATLANTA, Dec. 11, 2014 /PRNewswire/ — Cambridge Wealth Counsel (CWC), an SEC Registered Firm, recently received honors as being among the best financial advisors from several prominent national magazines.
Logo – http://photos.prnewswire.com/prnh/20141211/163871LOGO
- Financial Advisor Magazine ranked Cambridge Wealth Counsel number 395 of the top 500 companies as ranked by size of investments managed. The company has $300 million under advisement or consulting contracts.
- Medical Economics magazine ranked Cambridge Wealth Counsel as one of the top 150 financial advisors for doctors in the country. Additionally, CWC President Rob Hockett, CFP, has been named to list for the past 9 years. CWC Chief Investment Officer Barry Kaplan, CFP, EA, has been named to the list for the past six years.
- Dental Products Report named Cambridge Wealth Counsel as one of the top financial advisors for dentists in the country for the fifth year in a row.
- Atlanta Magazine named advisors with Cambridge Wealth Counsel as "5 Star Wealth Managers in Customer Satisfaction," for the seventh year in a row.
- The Wall Street Journal recently quoted Kaplan in an article about Social Security and quoted Hockett in an article about alternative investments.
"Our Fee-Only structure and our dedication to customer service allows us to provide outstanding service to doctors and dentists at all stages of their lifecycles: from planning to grow their medical practices, to planning to support their families, to planning for a safe and secure retirement," said Hockett.
The company is based in Atlanta and has an office in Salt Lake City. The company provides wealth management services to doctors, dentists, executives and business owners in 16 states.
"Awards are important because people look to the media to provide unbiased, impartial advice on businesses who deliver quality service. When people ask, 'How can I find a fee-only financial planner for doctors or dentists,' chances are they are looking in magazines and search engines," he said.
For information about Cambridge Wealth Counsel, go to http://www.cambridgewealthcounsel.com/
About Cambridge Wealth Counsel
Cambridge Wealth Counsel is a wealth management firm that helps a select group of financially successful people make smart money decisions so they can lead lives of significance. By using a disciplined meeting process that answers our clients' unique needs in investment consulting and the advanced planning areas of wealth enhancement, wealth transfer, wealth protection and charitable gifting, we create lifelong consultative relationships.
Today, our wealth managers in Atlanta and Salt Lake City work with an exclusive group of clients around the country for whom we can have a tremendous impact. As fee-only wealth managers we operate under a stringent code of ethics, strictly focus on our affluent clients' needs and never receive commissions for our advice.
The company's motto is: Counsel. Plan. Prosper.