Our goal is to help our clients define and achieve their financial goals.
Cape Cod 5's Wealth Management Services is the largest bank 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.
A Client-First Approach to Wealth Management
We take a client-first approach to wealth management, which means prioritizing your unique financial goals, values and aspirations above all else. This means that we spend time to understand your needs and priorities, and work together to create a personalized strategy so that you can achieve your goals, offering transparent advice and acting in your best interest at every step. We create customized solutions that align with your long-term vision, so that you always have confidence and peace of mind in your financial future.
Fiduciary Commitment
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 your financial journey.
Why choose Cape Cod 5?
More than 400 years of combined industry experience
Industry-leading credentials
Fiduciary – we always act in the client’s best interest
Solutions across a continuum of investment and income ranges
