About Us

Is Cape Cod Wealth Strategies For You?

At Cape Cod Wealth Strategies, we understand your wealth needs are unique to your place in life. We work with you to create the road map that captures the vision of the life you want to create for you, your spouse or life partner, and you family. Our process, the 3D Life-Map Formula, guides you from where you are today to where you want to be in the future, Our process never loses sight of the most important goals for you and your family.

The 3D Life-Map Formula allows us to customize your plan to you and your family. Our process integrates wealth management with risk and debt management, tax planning and philanthropy. Our objective is to help you fulfill your 3D Life-Map goals and achieve financial freedom.

When you choose to work with us, you become the heart of Cape Cod Wealth strategies.  We are looking for long-term relationships measured by decades; not months or quarters. We strive to provide exceptional service to you and hopefully many generations of your family.

At Cape Cod Wealth Strategies, LLC, we recognize that we are not all things to all people, nor do we want or expect to be. We are all things to some people and our client relationships are based on a very specific fit process, allowing us to partner with those clients we are most suited for. In doing that we are able to provide an elevated client experience keeping all the pieces o each clients individual plan in place.