Cape Point Wealth & Tax Management - Home

Cape Point's all-inclusive, highly personalized approach covers every aspect of a client’s financial life, including investment selection and portfolio construction, retirement and estate planning, business and personal income tax strategy, and ongoing financial counsel.

Our unique, multifaceted relationship requires a more intensive and proactive process but plays a very important role in maximizing wealth creation, tax efficiency, and lifelong financial success.

Working closely with a family advisor also provides tremendous value, far beyond investment performance and tax savings, through feelings of security, confidence, and overall well-being that come from effective long-term planning.

Fixed insurance products and services, and tax and accounting services offered by Cape Point Wealth & Tax Management are separate and unrelated to Commonwealth.

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New Developments in the Public Service Loan Forgiveness Program

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