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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 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, 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

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, 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, 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

Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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What's My 2022 Tax Bracket?

What's My 2022 Tax Bracket?

Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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