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Client Experience

Wealth can make life easier—and more complicated. Our job, and our passion, is making sure you enjoy security, freedom, and opportunity, without the uncertainty.

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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.

Working in concert

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Lead Advisor

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.

Lead Advisor

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Relationship Manager

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.

Relationship Manager

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Ambassador

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.

Ambassador

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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.

Client Services Associate
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An experienced guide to keep you on course

Proactive Management

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

Integrated planning

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.

Personalized Wealth Management
Service in abundance

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.

We’d love to meet you

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Meet the Team

The only thing more important than our values is the people who put them into action every day to serve you better.
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Who We Serve

The diverse needs of individuals, families and businesses require a broad scope of expertise, but our focus on people ties all of our services together.
Our Clients