Working in concert
Seamless collaboration among people with interlocking skillsets elevates the experience from transactional to transformational. You’ll have different conversations with each team member, but they all add up to a deeper shared understanding of your goals and values.
Lead Advisors are the hub of the client’s team at Cable Hill Partners. They are the primary relationship contact, design each client’s personalized financial plan and provide specific advice and guidance to clients.
The Relationship Management team is the go-to team to assist with any client needs. They partner closely with each client’s Advisor to take care of the client, including preparing meeting materials and ensure we’re planning for the client in a comprehensive way.
Ambassadors are tenured advisors who serve as mentors and coaches for our advisory team. Their legacy knowledge and relationships with clients enhance the overall client experience.
Client Services Associate
Client Service Associates are the specialists and primary liaisons between the Cable Hill Team and our custodian, Fidelity Investments. They oversee new account opening and account maintenance.
An experienced guide to keep you on course
When we talk about ‘elevating financial clarity,’ we mean far more than mere transparency. It’s how we strive to give our clients advice at a higher level, driven by a proactive service model that keeps us looking ahead to ensure their financial security.
Your wealth, well-managed
We’ll coordinate all aspects of your financial plan, in concert with your other trusted professionals, to ensure there are no gaps and everything runs smoothly. With Cable Hill Partners, you’ll have full access to objective advice from subject matter experts as well as the powerful resources of our industry partners.
Next Level Client Care
Service in abundance
You have money to invest. Time, maybe not so much. Our full-service, client-centered approach means we take care of everything so you can continue to build your wealth while you enjoy your life. Save time thinking about your finances and spend it on the things that make you happy.