Broker Check

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

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 CFP® Practitioner, Alan has met the rigorous experience and ethical requirements of the CFP Board. He has also completed financial planning coursework and the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.

As a child, Alan witnessed firsthand the devastation the loss of a spouse can have to a family. Alan’s mother struggled to transfer ownership of Melanson Tractor Service, a second-generation multifamily construction company. The estate went through a lengthy probate process with no proper exit strategy in place. To help support his family, Alan held a paper route, worked as a greeting card salesman, and helped his neighbors with yard work.

Early on, Alan learned the value of people’s time and hard work providing for their families. That is why Alan invests all the time necessary in his clients to help them identify their core values and align them with their goals. The real benefit is the clarity, confidence, and certainty his clients feel knowing Alan is passionate about achieving their objectives.

Alan is a Financial Planners Association® (FPA®) member, the principal membership organization for independent advisors. Through the FPA, Alan provides Pro-Bono financial planning for our military personnel, Dana Farber Cancer Institute patients, and their families. Alan is also an active Masonic Fraternity.

When not assisting clients, Alan volunteers his time for various Cape Cod non-profits, including the Guild of Harwich Artists, the Harwich Chamber of Commerce, and the Masonic Angel Foundation.

An accomplished sandcastle engineer and exceptional mediocre golfer, during his downtime, Alan can be found enjoying the natural beauty of Cape Cod with his wife Valerie, son Jack, and two rescue dogs, Bear and Remmi.

Special Note From Alan to You

“I don’t think retirement planning is a one-size-fits-all approach. It’s very particular to who you are, what you want, & what you want your retirement to mean to you. Everyone’s 3D LifeMap is different & specialized to your needs.

I want to know your hopes and what your perfect retirement looks like. I work as your financial planning partner and wealth evangelist, helping you create a force for good with your finances.”

Alan Melanson, CFP®

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 Administration with a Financial Management focus. He achieved his Chartered Financial Consultant® (ChFC®) and Life Underwriter Training Council Fellow (LUTCF) designations through The American College. In addition, he has been recognized by the Million Dollar Round Table* as a Court of the Table member (2012-2020) for his ability to demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. Dustin is a lifelong resident of Cape Cod and currently resides in Bass River with his family. He enjoys America’s national pastime - baseball, visiting Cape beaches, and spending time with his family. Market Focus Dustin helps individuals and businesses with wealth strategies. Professional Affiliations Million Dollar Round Table (MDRT) - Court of the Table Member* *MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™

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 Training Council Fellow (LUTCF) designation through the American College. Ernie enjoys playing football, plays for the USA Eagles National Team, and competes internationally a few times per year.

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 valued process over products, so he is motivated and passionate about switching to an Independent firm. Jason lives in Plymouth, MA, with his wife Meagan and daughter Eleanor. Jason also serves as a volunteer coach for various local youth and high school wrestling programs. In his free time, Jason enjoys fishing and playing racquetball.

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 College. He later achieved a graduate degree (MBA) Master of Business Administration through Southern New Hampshire University. Originally from Shrewsbury, MA - Jeffrey has called Cape Cod home for the past 16 years.