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.
CIO Update: Global Uncertainty is Accelerating
Ryan Hanna, Chief Investment Officer of Cambridge Trust Wealth Management, highlights the long-term benefits of holding a well-diversified portfolio during the current market volatility.
A Successful 2024 and Our Expectations for the Year Ahead
Our Wealth Management Quarterly Outlook provides insights to help you navigate your investment, trust, retirement, and planning decisions.
