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 multi-faceted relationship, requires a more intensive and proactive process, but plays a very important role in maximizing wealth creation, tax efficiency and life long financial success.

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

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

Most Recent Article

Mortgage and Home Equity Loan Interest Deductions Under the Tax Cuts and Jobs Act

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