Cambridge Wealth Counsel has been proclaimed a “top” wealth manager by everyone from Medical Economics to the Utah Business Journal,but the Atlanta-based RIA's story is certainly a bottoms-up tale.

“In 1996, our family business was sold,” Rob Hockett, the firm's president said. “I had a background in private banking so I was asked to help with family members’ finances.”

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access