The expertise to support diversefinancial needs

Our team has the knowledge and experience to assist families, professionals and businesses in comprehensive financial planning services, with special expertise in retirement planning and tax-efficient charitable giving strategies. We are committed to providing our clients and the Cape Cod community with premier financial service, and our capabilities have been developed to reflect just that.

There is more to your life than simple transactions and returns. Similarly, there’s more to financial planning than just a portfolio and a retirement strategy, so we look at planning through a wide lens and develop strategies designed to pursue your short- and long-term goals.

We will customize a personal investment strategy based on factors such as your objectives, time horizon and risk tolerance, then evaluate your current holdings and allocate your assets in a diverse variety of sectors and investments designed to increase the likelihood of generating a consistent return over the long term.

Asset allocation does not guarantee a profit nor protect against loss.

Since insurance helps protect you in case of accident, illness, disability or death, it plays a crucial role in your comprehensive financial plan. Through Raymond James, we can provide quality insurance alternatives that can offer a layer of safety for you, your family, your business or your organization.

Guarantees are based on the paying ability of the insurance company.

We take a tax-sensitive approach to financial planning and work with you and your other professional advisors – accountants, tax attorneys – to help minimize the impact of taxes. By developing and implementing strategies to lessen or shift current and future tax liabilities, we can help improve your prospects for meeting your financial objectives.

In addition to impacting your life today, prudent tax planning can play a large role in the amount of wealth you might be able to someday transfer to your heirs.

Please note: changes in tax laws or regulations may occur at any time and as financial advisors of Raymond James, we do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, proper estate planning can help ensure that your assets accumulated over your lifetime are preserved for the use you have intended.

A well-designed estate plan can effectively help mitigate your family’s tax burden. We can offer financial strategies designed to efficiently manage the transfer of wealth from one generation to the next, and mitigate related tax issues.

By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.


Start where you are. Use what you have. Do what you can.

– Arthur Ashe