Cambridge Capital Management LLC
Fee-only wealth and investment advisory firm providing fiduciary financial planning and investment management services for individuals, families and businesses. Services include retirement planning, tax-aware investing and guidance on legislative and tax-code changes, estate and education planning, employee financial-wellness programs, and client education delivered via in-person and digital channels.
Industries
Nr. of Employees
small (1-50)
Cambridge Capital Management LLC
O Fallon, Illinois, United States, North America
Services
Ongoing investment management and fiduciary financial planning tailored to individual client objectives.
Retirement goal setting, savings guidance, distribution timing and RMD strategies; coverage of legislative impacts on retirement accounts.
Integration of tax-code changes, withholding considerations and tax consequences into investment and withdrawal strategies.
Selection and optimization of college-savings strategies, evaluation of 529-plan options and assessment of financial-aid impacts.
In-house programs for employers to deliver financial education and planning resources to employees.
Publishing educational content and providing client guidance on identity protection, data breaches and fraud-avoidance practices.
Ongoing investment management and fiduciary financial planning tailored to individual client objectives.
Retirement goal setting, savings guidance, distribution timing and RMD strategies; coverage of legislative impacts on retirement accounts.
Integration of tax-code changes, withholding considerations and tax consequences into investment and withdrawal strategies.
Selection and optimization of college-savings strategies, evaluation of 529-plan options and assessment of financial-aid impacts.
In-house programs for employers to deliver financial education and planning resources to employees.
Publishing educational content and providing client guidance on identity protection, data breaches and fraud-avoidance practices.
Expertise Areas
- Wealth management and fiduciary advisory
- Retirement planning and distribution strategies
- Investment portfolio construction and asset allocation
- Tax-aware investing and tax-policy advisory
Key Technologies
- Asset allocation modeling
- Investment Policy Statement methodology
- Tax-impact analysis tools
- Retirement income modeling
News & Updates
Blog post addressing recent banking headlines and implications for individual financial planning.
Discussion of factors to consider when determining retirement savings targets and reference to research-based resources.
Summary of major 2018 tax-code changes affecting itemized deductions, child tax credit, AMT, estate/gift exemption, Roth conversion recharacterization and alimony treatment.
Overview of SECURE Act provisions that affect retirement account holders, including later RMD ages, IRA contribution rules and changes to inherited IRA distribution rules.
Guidance on interpreting tax-code changes, reviewing withholding and comparing tax returns to measure the practical impact of legislation.
Client-facing recommendations for protecting personal information, monitoring credit, using fraud alerts/credit freezes and recovery steps after a breach.
Blog post addressing recent banking headlines and implications for individual financial planning.
Discussion of factors to consider when determining retirement savings targets and reference to research-based resources.
Summary of major 2018 tax-code changes affecting itemized deductions, child tax credit, AMT, estate/gift exemption, Roth conversion recharacterization and alimony treatment.
Overview of SECURE Act provisions that affect retirement account holders, including later RMD ages, IRA contribution rules and changes to inherited IRA distribution rules.
Guidance on interpreting tax-code changes, reviewing withholding and comparing tax returns to measure the practical impact of legislation.
Client-facing recommendations for protecting personal information, monitoring credit, using fraud alerts/credit freezes and recovery steps after a breach.