Release date: April 15, 2024

Cape Cod 5 Wealth Management Reaches $2 Billion in Combined Assets

In 2024, Cape Cod 5 enters its 20th year providing full-service Wealth Management to clients on the Cape, Islands and beyond

Hyannis, MA – Cape Cod 5 recently announced that their Wealth Management department has reached $2.0 billion in combined wealth assets under administration. This milestone comes as the team celebrates 20 years of providing full-service wealth management offerings to clients on Cape Cod, the Islands, in Southeastern Massachusetts and beyond.

“Reaching this financial milestone is a tribute to the trust that our clients place in us to serve as their partner and advisor,” said Bert Talerman, President of Cape Cod 5. “We are proud of our commitment to serving our clients’ needs as a fiduciary, always acting in their best interest by helping them navigate external forces and unexpected life events to reach their unique goals while building a legacy for their loved ones.”

“Our team has grown significantly and the ways in which we work with clients has evolved over the decades. What remains the same is our commitment to work each day and build upon the foundation and vision of those who started this department,” said Jason Lilly, Chief Wealth Management Services Officer. “We are pleased to carry on that tradition of client first wealth, estate, retirement planning, asset management, and brokerage services well into the future.”

Supported by all of the banking offerings available to clients, including consumer and business banking in-person or through digital applications, and serving the financial needs of individuals, families, businesses and nonprofits, Cape Cod 5 Wealth Management has continued to expand client relationships throughout 2023.

Click here to read more about Cape Cod 5 and the many ways that they assist clients.

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