Cape Cod Five'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.
Our goal is to help our clients define and achieve their financial goals.
- More than 400 years of combined Trust & 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