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please visit CIRStatements

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To view your Cambridge brokerage account statements,
confirms and tax documents 
visit NetXinvestor

Financial Organization Number:  5CR



Clients may view and edit their financial plans through our advanced financial planning application.  Please review the MGP Getting Started .pdf for more information. 


Envestnet Accounts

Envestnet Account Reports
Access your managed accounts Reports held on the Envestnet Platform by clicking above.


Envestnet Monthly Statements
Access your monthly statements, confirmations and annual tax forms by clicking above.



Company Links

American Funds
Fidelity Advisor Funds

Franklin Templeton Funds
MFS Funds


Jackson National
Met Life / Brighthouse

PLEASE NOTE: The information being provided is strictly as a courtesy.  When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.  We make no representation as to the completeness or accuracy of information provided at these websites.  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, websites, information and programs made available through this website.    

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck