Skip to main content
menu
  • Home
  • About
    • Our Team
    • Our Philosophy
    • Our Process
    • Our Community
  • Our Services
    • Investment Management
    • Financial Planning
    • Managing Your Finances
  • Resources
    • Financial Planning Questionnaire (pdf)
    • HALO
    • Service & Fee Matrix
    • Pro Relationship Matrix
    • Nitrogen/Riskalyze
    • Video Library
    • Financial Calculators
    • Useful Links
  • Client Login
  • Contact

Client Login

 Please click on the icons below for the service you wish to access.

 Pershing - Cambridge

Albridge - Wove Cambridge

eMoney 

 

Pershing - AssetMark 

AssetMark eWealthManager

 Halo

 


 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Office

Livermore Office

2021 Las Positas Ct
Suite 165
Livermore CA 94550

  925 449-7830


Menlo Park Office

750 Menlo Ave
Suite 200
Menlo Park, CA  94025

  (650) 326-7500

Get in touch

jreid@capitalinsightfg.com
 

Contact Us

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser.  Cambridge is separately owned and other entities and/or marketing names, products or services referenced here are independent of Cambridge. Primary Wealth Group, Cambridge and Dave Ramsey are not affiliated. Cambridge does not offer tax advice. Financial Professionals may only conduct business with residents of the states or jurisdiction in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Cambridge's Form CRS (Client Relationship Summary)

Jacob Reid, CA Insurance license # 0H05483

© 2025 Capital Insight Financial Group. All rights reserved.