Our goal is to help our clients define and achieve their financial goals.
Cape Cod 5's Wealth Management Services started as a de novo business in 2004 with a small group of experienced professionals and has now grown to include more than 40 professionals. We are the largest Bank Trust and Asset Management firm headquartered on Cape Cod, serving the Cape, Islands and Southeastern Massachusetts, providing financial advice and wealth management services across a broad spectrum of needs.
As a mutually owned institution, our commitment and dedication is to our clients, our people and our community.
Why choose Cape Cod 5?
More than 400 years of combined Trust and Asset management experience
6 Investment Offices located throughout the markets we serve
Industry leading credentials
Fiduciary Only client commitment
Solutions across a continuum of income and net worth ranges
Contact our Wealth Services Team
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|NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE|