Wealth Services

At Cape Cod Five, we take a comprehensive and collaborative approach to the discovery process. Whether you are just starting your financial journey, or you have sophisticated advisory needs, we have the expertise to help.
Contact our Wealth Team
View a list of our Wealth Solutions

Our solutions include:

  • Estate Planning
  • Retirement Planning
  • Employee Benefits
  • Centrally Managed Advisory 
  • Life Insurance
  • 529 College Saving Plans
  • SEP Plans
  • 403(b)
  • Stocks
  • Business Planning
  • Brokerage Services
  • Long Term Care Insurance
  • SIMPLE Plans
  • Traditional & ROTH IRAs
  • Bonds
  • Financial Planning
  • Employee Education
  • Custody Services
  • Annuities
  • UTMA/UGMA Accounts
  • 401(k)
  • Mutual Funds/ETFs
Contact Us to Learn More
• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK •
MAY GO DOWN IN VALUE •

Need Help?

Call 888-225-4636

—  or  —

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