About Us

» Services

Cambridge Advisors, LLC (Cambridge) is a registered investment advisory firm located in Williamsville, New York.  Cambridge provides Wealth Advisory Services, including Financial Planning and Investment Management strategies to affluent and wealthy individuals, including those aspiring to achieve such status.
At Cambridge, we are dedicated to understanding your personal goals and objectives. We employ a comprehensive approach to planning designed to thoroughly analyze all aspects of your financial situation.  After compiling a holistic understanding of your needs, we spend the time necessary to prepare a customized approach, including the clear presentation of any appropriate alternatives designed to maximize the probability of you achieving your goals. This approach allows us to demonstrate the critical interdependencies associated with the various discreet elements of a client’s financial plan including investments, income and transfer taxes, retirement accumulation and distribution strategies, closely held business acquisition and divestiture planning, risk management techniques associated with insurance and the possible use of sophisticated trust structures. 

 

» Scott M. McCarthy, CPA, CFP® Scott Photo

President

Scott has over 25 years of experience providing comprehensive financial advice to both individual and business clients. Before founding Cambridge, he was a principal with another Western New York financial planning firm for 6 years and prior to that served 12 years as a tax partner with a large Western New York accounting and consulting firm. Scott earned his Bachelor of Science Degree (Summa Cum Laude) in Business Administration from the State University of New York at Buffalo. Scott’s professional designations, memberships and civic affiliations include:

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • Financial Planning Association (FPA)
  • Western New York Estate Analysts
  • Executive Board Member Boy Scouts of America – Greater Niagara Frontier Council
  • Friends of Scouting Chairperson 2010 – 2012
Email Scott: smm@camadv.com
Phone: 716-932-7270, ext. 201

» Jacqueline E. Triaga picture

Office Manager

Jackie manages the day-to-day workflow to ensure the efficient operation of the office. She is responsible for a variety of administrative and operational functions including account administration, reconciliation and reporting. In addition, Jackie has worked in the financial services industry since 1990. She works hard to ensure that the whole team runs smoothly looking after all of the administrative aspects of the clients’ accounts and trades.
Email Jackie: jet@camadv.com
Phone: 716-932-7270, ext. 200

» Who we are?

Scott M. McCarthy, CPA, CFP®
President.

Diane M. Zucarelli, CPA
Accounting and Tax Manager

Jacqueline E. Triaga
Office Manager

Chandra K. Jaegielo
Administrative Assistant