Cape Point Wealth & Tax Management empowers you to pursue your financial goals by offering access to financial planning and comprehensive tax strategies that seek to maximize wealth and long-term financial security.

Our approach is more personalized—and more focused on you. We use our background and expertise to view your entire estate, including equities, real estate, business ownership, for their intrinsic worth and their tax implications. So where we see the opportunity, we design strategies to help build your wealth and provide you tax savings.

We want you to be as successful in life as you are with your finances. Because we know that the two go hand-in-hand. We're confident our relationship with you will be a relationship focused on lifelong returns.


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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This communication strictly intended for individuals residing in the states of AZ,CA,CT,IL,IN,NM,NY,OH,OR,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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