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Cambridge Trust

Cambridge Trust

Expert investment, planning and relationship teams.

When life events add complexity to the significant wealth you’ve built, you need a trusted partner with the expertise to create an integrated plan.

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Cambridge Trust

Undivided attention from an experienced private banker.

As a dedicated private banker, we help you navigate your goals and provide access to a full suite of services to support the next phase of your life.

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Achieve your financial goals with a full range of banking and wealth management solutions

Navigating solutions to support your financial future can be complex, and you’ve come to the right place to learn more on how we can assist you in reaching your goals.

Cambridge Trust Wealth Management, a Division of Eastern Bank, is the largest bank-owned independent investment advisor in Massachusetts with approximately $8.3 billion in assets under management, and provides comprehensive wealth management services tailored to your needs. Learn more about wealth management as well as private banking services through our website.

For information about other banking solutions, including commercial, business and consumer banking services, visit Eastern Bank at easternbank.com

We’re proud to be a part of Greater Boston’s leading local bank where we take the time to understand your needs and offer solutions to best address them. On behalf of our entire team, we look forward to helping you achieve your financial goals and providing you with exceptional, personalized attention, outstanding client service, and deep expertise across a full range of banking and wealth management offerings for consumers and businesses of all sizes.



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Safeguarding Your Wealth: Essential Wealth Management Protection Strategies

Read insights Jeffrey Smith, EVP, Head of Wealth Management, has gained through guiding high-net-worth individuals who have proactively navigated the transition from accumulating assets to preserving lasting financial security for themselves and future generations.

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2025 Next Generation Wealth Management Award Recipient

We’re proud to congratulate William J. Fleming, CFP®, CTFA, VP, Manager of the Financial Planning Group at Cambridge Trust Wealth Management, on being named a 2025 Next Generation Wealth Management Award recipient by Connect Money. His leadership, innovation, and commitment to clients continue to shape the future of our industry.

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Cambridge Trust Wealth Management named the largest bank-owned independent investment adviser in Massachusetts


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