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.
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.
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.
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...
Investment Advisor Reporesentative