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Our Primary Purpose

We understand the depth of our responsibility as financial advisors, and we honor the trust you put in us by putting your needs, concerns, and well-being above our own.

About Us

Cape Cod Wealth Strategies & Insurance Services, LLC was born from the desire to find a NEW way to help clients improve and organize their financial lives. We offer each client an easy-to-understand interactive roadmap to their financial present and future in our 3D LifeMap.

Client Centered

Cape Cod Wealth is an independent firm committed to helping clients solve their complex financial goals by clarifying their finances. We are proud to be affiliated with American Portfolios Financial Services, a Registered Investment Advisor-broker/dealer that helps independent advisors like us serve their clients.

Independent, just like us, American Portfolios Financial Services is independently owned and managed, which means the firm can act in the best interest of its financial advisors and our clients-not shareholders. Our partnership with American Portfolios supports our commitment to remain free to work in your best interest, without any pressure to promote proprietary products or strategies.

Alan Melanson

Alan R. Melanson, CFP®

(774) 470-1756

(508) 632-1280

amelanson@capecodwealth.com

Alan is a CERTIFIED FINANCIAL PLANNER" with over two decades in the Financial Services Industry. Clients choose to work with Alan because he is a caring and dedicated professional who builds long-term relationships based on trust. As a...
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Dustin Aiguier

Dustin Aiguier, CFP®, ChFC®, LUTCF

Owner

(508) 776-1168

(508) 619-3170

daguier@capecodwealth.com

Key Information Dustin is a CERTIFIED FINANCIAL PLANNERTM professional and is the Principal of Cape Cod Wealth Strategies & Insurance Services, LLC. He graduated from Endicott College with a Bachelor of Science in Business...

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Jason Rogers

Jason Rogers

Investment Advisor Reporesentative

(508) 776-1168

(508) 619-3170

jrogers@capecodwealth.com

Jason joined Cape Cod Wealth Strategies as a Registered Representative in December 2017 after spending the previous 8 years with a large national agency. Jason holds licenses in both securities and insurance. His approach has always...
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Jeffrey Nicholson

Jeffrey Nicholson, MBA, LUTCF

Operations Manager

(508) 776-1168

(508) 619-3170

jnicholson@capecodwealth.com

Jeffrey graduated from Bryant University with a Bachelor of Science in Business Administration, with a Management Concentration. He later achieved his Life Underwriting Training Council Fellow (LUTCF) designation through The American...
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Ernest Aiguier

Ernest Aiguier, LUTCF

Representative

(508) 776-1168

(508) 619-3170

epauiguier@capecodwealth.com

Ernest P. Aiguier Jr. lives in Carver, MA, with his wife, Tammy, and their son, Mason. Ernie graduated from Salem State University in 2006 with a degree in Business Management. Additionally, Ernie achieved his Life Underwriting...
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Client Education

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
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Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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