Families

Investment Management Services

We offer customized investment portfolios based upon your portfolio objectives and constraints. Portfolio construction is based upon your Investment Policy Statement. We utilize Exchange Traded Funds, Index Funds, Mutual Funds, third party investment managers, stocks, bonds, and alternative investments to create your optimal portfolio.

Financial Planning

Designed to keep you on track to meet financial goals, Strategem Wealth Management will provide you with a plan and the financial tools to confidently move forward. These tools include a personal financial website, asset and liability integration software, a personal balance sheet, retirement needs analysis, and a personal vault for all of your most important documents.

Retirement Planning

Are you ready? We will help determine your retirement income goals and what is required to achieve those goals. We will help you identify income sources, identifying and prioritizing expenses, implementing savings plans, all while managing assets and risks.

Risk Management and Personal Insurance Services

Death or disability are the greatest risk to any financial plan. We begin with a thorough assessment of your existing work and personal policies and offer our assessment in light of your needs and risks. With nearly 60 years of experience in the insurance industry, we are able to help with your understanding of life insurance, disability insurance, Long-term Care insurance, and health care insurance. These policies are designed to replace family income, retirement savings, college savings, or long-term care needs for you or loved ones if you are disabled or die prematurely.

Trusts & Estates

By working with your attorney, we can help develop, implement, and monitor your estate plan and gifting strategies.

College Savings

One of the most effective ways to save for college is with a 529 Savings plan. By planning and saving today for tomorrow’s educational requirements, you can educate your children or grandchildren without incurring a mountain of debt. We can help you choose the best 529 plan as part of your overall wealth plan.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategem Wealth Management are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of MA, CT, NY, NJ, PA, VA, FL, MD, TN, CA, and OR. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Strategem Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Strategem Wealth Management