Commonwealth Financial Network

At Cape Point Wealth & Tax Management, our commitment to put your interests first is evident in every aspect of our business. Our firm has chosen to partner with Commonwealth Financial Network®, an independent broker/dealer with a 30-year history of focusing on the needs of its affiliated advisors and the clients they serve. 

This partnership means that our firm remains free to make recommendations based on what's right for you, without pressure to promote a particular product or strategy. Integrity forms the cornerstone of Cape Point Wealth & Tax Management.

Commonwealth goes far beyond what's required of a broker/dealer; the entire organization is built around helping advisors do whatever it takes to serve their client. It's that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.

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