Services Focused on Lifelong Returns



  • Review Personal/Family Needs, Goals, and Beliefs
  • Wealth Transfer Planning
  • Determine Financial Objectives (i.e., time horizon, risk tolerance, and asset allocation
  • Health Care Planning
  • Portfolio Construction and Management
  • Coordinate and Integrate Financial Planning with Exisiting or New Financial Professionals (i.e., CPA, attorney, etc.)
  • Provide Investment Selection
  • 1031 Real Estate Review
  • Monitor Portfolio (on discretionary basis)
  • Stock Option Planning Analysis
  • Rebalancing and reallocation
  • Cash Flow Analysis
  • Retirement Planning
  • Charitable Planning
  • Estate Planning
  • Tax Management Strategies
  • Business Planning
  • Investment Tax Planning
  • Succession Planning
  • Debt Management Review
  • Risk Management Planning
  • Insurance Review
  • Education Planning
  • 401(k)/Employer Retirement Plan Review
  • Asset Protection
  • Review Plan Benefits
  • Salary Deferral Options


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