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Trust & Asset Management
With Cape Cod 5’s Wealth Management team, you can count on:
Our fiduciary responsibility, which means we will always act in your best interest.
A dedicated, experienced team that will work hard to help you achieve your goals – backed by the strength of a trusted financial institution.
Objective advice and personalized service to help you navigate through your financial journey.
Additional Benefits of Your Relationship with Cape Cod 5
One point of contact for all banking/ financial needs: your Relationship Manager
Coordination with all members of your financial team, including tax and legal advisors
Long term care evaluation and recommendation
Tax planning considerations brought into each decision
Socially Responsible Investment options so that you can align your money with your values
Timely resources and insights to keep you informed
Additional benefits for your Cape Cod 5 relationship
Fees waived on all Cape Cod 5 FDIC insured deposit accounts
Free Safe Deposit Box
A dedicated team that is here for you!
