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Our Services

Every financial decision is part of a bigger picture. The investments you choose, the tax strategies you employ, and the changes that occur throughout your life can all have a meaningful impact on your financial future.


Our comprehensive approach brings these elements together into a coordinated financial strategy—helping you make thoughtful decisions, pursue your goals with confidence, and adapt as your life and priorities evolve.

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Wealth Management

  • Portfolio design and management

  • Asset allocation strategies

  • Risk assessment and management

  • Tax-efficient investing

  • Ongoing portfolio monitoring and rebalancing

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Financial Planning

  • Cash flow and budgeting strategies

  • Net worth analysis

  • Goal-based planning

  • Major purchase planning

  • Education funding strategies

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Tax Planning

  • Tax-efficient investment strategies

  • Capital gains management

  • Retirement tax planning

  • Coordination with CPAs and tax professionals

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Business Owner Services

  • Business succession planning

  • Executive compensation planning

  • Retirement plans for business owners

  • Key-person insurance analysis

  • Liquidity event planning

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Retirement Planning

  • Retirement income planning

  • 401(k), 403(b), and IRA guidance

  • Social Security optimization

  • Pension and retirement benefit analysis

  • Retirement transition planning

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Estate & Legacy Planning

  • Estate planning coordination with attorneys

  • Wealth transfer strategies

  • Trust and beneficiary review

  • Legacy planning for future generations

  • Charitable giving strategies

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Risk Management

  • Life insurance analysis

  • Disability insurance review

  • Long-term care planning

  • Asset protection strategie

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Family Wealth Services

  • Multigenerational wealth planning

  • Family financial education

  • Trust and estate coordination

  • Legacy and values-based planning

& Insurance Review

Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research, a Registered Investment Adviser.
 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of California, Colorado, Connecticut, Florida, Illinois, Iowa, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Texas, Vermont, Virginia, & Washington.

 

Cambridge and Pretium Wealth Advisors are not affiliated.

Check out the background of this investment professional on FINRA’s BrokerCheck

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