7850 Edelweiss Court
Your family’s wealth & health…the great challenges of the 21st Century…
Prepare yourself and your family’s security…get your wealth and health plans set and your health-wealth team (MD, JD, CPA, wealth advisor) in place…investment opportunities will be astonishing and powerful yet more volatile and risky and unpredictable than ever…public healthcare (Medicare, Medicaid) will be unable to fully protect your family in the coming decades…
“We help clients reach their dreams – their unique passions and goals – like a wilderness guide or a team-leader...
We know most Americans, especially the higher net worth, are not prepared, they’re not “future-ready”:
Gary Bedford has practiced in Boulder County since 1982…as an independent advisor since 1993. Cambridge is one of the last remaining truly independent investment advisory firms – its motto is “Cambridge is not for sale…!” – it serves over 3000 elite advisors throughout the USA.
Partner…Discover…Prepare…Execute…Succeed…We build long-term client-advisor partnerships – mutual trust is the core value to this working relationship. We challenge clients to pursue their dreams and to build secure futures for their family and community.
For 40 years, we have guided clients through this amazing but rapidly “globalizing” world. Powerful waves - human, technological, economic, ecological - constantly wash over our planet. Your life and dreams swim in these waves.
“What’s my unique passion…my life-goal…and what’s my legacy…for family or community…How can I make it happen?”“Things do not happen – things are made to happen.”
- John F. Kennedy
Prepare!…teamwork! We know that over 70% of American families are without a wealth or estate plan…their family and advisors are not on-board… We assist you to get your house in order…and get your team on-goal…!“Alone we can do so little, TOGETHER we can do so much.”
Live boldly and make it happen…knowing you have a support team…that your family and legacy are ready for what’s next…!“Live authentically, and savor each precious moment, because when you arrive at your destination, another journey begins.”
- Joe Keane
Our goal is your family’s success and security. We focus on education – bringing you up to speed – about your key goals and priorities, and how to navigate a complex, globalizing world. See these resources (and especially Gary’s Articles on the Home Page) to brief you on our approach and the challenges to your future.
Timely Articles (See also Home Page for “Gary’s Articles”) – Investment, Estate, Retirement, Tax, Money, Insurance – a veritable “plethora” of reading resources…
Simple tools to help you get a quick grip on financial decisions.
Investment Cycles, Where is the Market Headed?, Wall Street Clichés, From the Heart – Charitable Giving, Women – Bridging the Confidence Gap, Safeguard your Digital (!), Retirement Re-Set – Retire with Purpose…
Preserving Wealth, Smart Investing, Protecting Those Who Matter, Inside Retirement Risk, Managing Lifestyle – Maslow’s Hierarchy…
John F. Kennedy