ATLANTA, Dec. 19, 2014 /PRNewswire/ -- Sending
holiday cards and gifts to clients might be standard practice for
many companies at this time of year. But Cambridge Wealth Counsel
(CWC), an SEC Registered Firm, is committed to helping the truly
needy with their holiday budget.
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"We used to send thousands of dollars of cards and candies to
our clients. They said, 'You help us with our financial goals, but
you are not helping us with our weight loss goals,'" said
Robert Hockett, CFP and President of
Cambridge Wealth Counsel. "We decided to put that money to good use
by helping people in Atlanta and
supporting worthwhile charities that we have vetted."
"We at Cambridge believe that we should do what we can to help
others in a meaningful way. For many years we have helped those who
need a hand and who need to know someone in the world cares," he
said.
For the past four years, the employees of CWC – as well as many
of their clients and their children and grandchildren – host a
party to wrap gifts for the needy. The Fourth Annual Client Gift
Wrap Party was held last Friday.
This year, 10 families representing 66 family members supported
by All About Developmental Disabilities (AADD) and Chris Kids
received gifts.
Gifts ranged from coats and tennis shoes to items most people
take for granted.
"One boy, the child of parents who have developmental
disabilities, cooks for his entire family. Last year, he asked for
one pot so he could cook two food items at the same time instead of
having to cook one item after the other. We gave him an entire set
of cookware," he said.
Another boy asked for a bowl – because he and his brother shared
one bowl. He had to wait for his brother to finish eating before he
could eat.
"These are stories that pull at your heartstrings," he said.
"These people live at rock bottom because of disabilities. They
have no place else to go."
Taking care of 10 families is a big undertaking. CWC staffers
find out what the families need and do all the shopping. We pay for
the gifts and the gift wrap. But the work is fun. The Varsity was
hired to cater the affair and everyone has a good time.
"Some of our clients bring gifts as well. They also bring their
kids and grandkids so they can help teach them the value of
giving," said Hockett.
The holiday gifts are only a small part of the charitable work
CWC does throughout the year. The company supports charitable
projects sponsored by Rotary International, The Junior League,
Heifer International, The Perpetual Education Fund of the
Church of Jesus Christ of Latter Day
Saints, The Greater Atlanta Jewish Federation as well as several
smaller charities and groups.
For information about Cambridge Wealth Counsel, go to
http://www.cambridgewealthcounsel.com/.
About Cambridge Wealth Counsel
Cambridge Wealth Counsel is based in Atlanta and has an office in Salt Lake City. The company provides wealth
management services to doctors, dentists, executives and business
owners in 16 states.
Cambridge Wealth Counsel is a wealth management firm that helps
a select group of financially successful people make smart money
decisions so they can lead lives of significance. By using a
disciplined meeting process that answers our clients' unique needs
in investment consulting and the advanced planning areas of wealth
enhancement, wealth transfer, wealth protection and charitable
gifting, we create lifelong consultative relationships.
Today, our wealth managers in Atlanta and Salt
Lake City work with an exclusive group of clients around the
country for whom we can have a tremendous impact. As fee-only
wealth managers we operate under a stringent code of ethics,
strictly focus on our affluent clients' needs and never receive
commissions for our advice.
Our Fee-Only structure and our dedication to customer service
allows us to provide outstanding service to doctors, dentists,
executives and business owners, at all stages of their lifecycles:
from planning to grow their practices, businesses, and careers, to
support their families, to planning for a safe and secure
retirement."
The company's motto is: Counsel. Plan. Prosper.
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SOURCE Cambridge Wealth Counsel