Sign in to your accounts, send us something securely, put a meeting on the calendar, or find a form. If what you need is not here, call (985) 789-5013 and we will point you at it.
Signing in
Your accounts and documents
These open on Cambridge's systems rather than here, so your credentials never pass through this site.
Cambridge client portal
Balances, positions, statements, and tax documents for accounts held through Cambridge.
Ask us for your portal invitation and we will resend it while you wait.
Document vault
Encrypted storage for what we exchange: plan deliverables, statements, and the paperwork your attorney and CPA need.
Call the office and we will set up your vault access on the call.
Reaching us
Booking time and sending things safely
Ordinary email is fine for most things. It is the wrong place for an account number or a statement, which is what the secure channel is for.
Book a meeting
Pick a time from the calendar rather than trading messages about which day works.
Use the contact form and we will send times back the same day.
Send something securely
Use this for anything carrying an account number, a Social Security number, or a statement.
Call the office before sending anything sensitive and we will open a secure channel for you.
Paperwork
Common forms
The ones clients ask for most often. Anything not listed, ask and we will send the current version.
Call the office and you will reach someone who already knows your file, rather than a queue. If writing is easier, the contact form arrives in the same place.
