Cape Cod Wealth Strategies
& Insurance Services, LLC

CONNECT

Address:

16 Forsythe Ave
South Yarmouth, MA  02664

Phone:

508.776.1168

Fax/Other:

508-619-3170

Our Services

HOLISTIC WEALTH MANAGEMENT

Staying on target only matters when you're heading in the right direction. Learn more about our comprehensive wealth management and integrated investment strategies today.

 

Investment Advisory Services

Every investor is unique, and investment advisory services provide you with professional investment advice and a personalized investment strategy. Whether you're seeking a tailored, professionally managed portfolio, or the convenience and simplicity of a diversified mutual fund wrap program, your investment choice should focus on meeting your financial goals. During this process, you should consider current and future growth objectives, income needs, time horizon and risk tolerance. These considerations form the blueprint for developing a portfolio management strategy. The process involves, but is not limited to, the following important stages.

| Asset Allocation | Wealth Management | Portfolio Optimization |

Financial Planning

Our comprehensive financial analysis of your assets, liabilities, cash flow, investment strategy and more helps you identify a clear path to a prosperous future for you and your loved ones. We offer an objective approach to financial planning. Working closely with you and your other advisers to develop a customized plan.

 

Financial Consultation

This service is an interactive work session designed to address your most urgent or important issues. It can also serve as a financial tune-up, second opinion, or the start of more in-depth planning. The first priority is to answer all your questions, but we also highlight issues that you might not have considered. After the meeting we will put together a written report outlining our key observations and recommendations. Please note that specific investment advice is provided if desired by the client but it will not be as extensive as the other initial services unless the investment needs are not complex. 

 

The solutions we recommend and the strategies you decide to implement will depend on your personal circumstances and objectives.


PERSONAL PLANNING

Risk Management

Even the best plans can't predict the future. We provide risk management strategies that leverage various types of insurance to help you face life's unforeseen circumstances and keep your goals on track.

| Life Insurance | Disability Income Insurance | Long Term Care Insurance |

 

Retirement Planning

We help you manage your retirement investments through different stages of life so you'll be ready and able to achieve your ultimate dreams.

| Accumulation Phase | Distribution Phase | Lifetime Income Strategies | Pension Maximization |

 

Education Funding

Children grow up so fast, and we can help their college funds grow along with them. With our help and the proper strategy, you'll be prepared for any acceptance letter.

 

Charitable Legacy Planning

We offer help with maximizing your legacy to benefit your community and the organizations that mean the most to you.

 

Estate Conservation

What you value may be more important than what you own. To follow through on your commitments -- to yourself, your family, and your ideals -- you need to think ahead. A personalized estate plan is important in helping to protect your family and your legacy.


BUSINESS PLANNING

A lifetime of work goes into the development of a successful business, often making it a client's most valuable asset. To ensure your business is ready for anything, we provide smart solutions for your employee benefit, protection, and business succession needs.

Business Succession

Business Continuation

Exit Planning

Buy/Sell Planning

Executive Compensation Plans

Qualified Retirement Planning

401(K) Plans

Sep IRAs

Simple IRAs

412(e)3 Plans

Key Employee Protection

Employee Benefit Programs

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck