Our Services


As a business owner, your number one concern is growing your business. To that end, you face many financial decisions:

  • Are your key people happy, or do you risk their departure to “greener fields”?
  • Will your business suffer if a key person dies or becomes disabled?
  • Do your rank and file employees have retirement options?
  • Do you want to step back from business one day or retire altogether?
  • Are most of your personal wealth tied up in your business?
  • Who will take over when you are no longer with – or are no longer able – to run the operation?

The sheer number of decisions and their complexity can paralyze a business owner into no action. This distracts you from effective management. It would be best if you had solutions for those complex business challenges. Our process and team approach will give you the proper techniques necessary to answer these questions and many more.


At Cape Cod Wealth Strategies, we believe our 3D LifeMap Formula will help identify and solve specific problems to create your documented financial plan. Once those roadblocks have been assessed, families can focus on getting their specific needs met and building their future. Depending on the complexity of the plan, there is a one-time fee charged for this initial plan, which normally includes:

  • Cash-flow management strategies
  • Retirement Income and capital needs analysis
  • Investment analysis and strategies
  • Estate planning and tax maximization
  • Education funding strategies


Our goal is to provide our clients with the highest level of service and expertise in the accumulation, transfer, management, and preservation of wealth. After your personalized 3D LifeMap is in place, Cape Cod Wealth Strategies oversees the implementation through ongoing monitoring and management of our clients’ plans:

  • Implementation of the specific strategies outlined in your customized 3D LifeMap.
  • Periodic and consistent reviews to evaluate potential changes to your 3D LifeMap
  • Ongoing asset management and coordination relative to your 3D LifeMap
  • Ongoing coordination with your other strategic partners