Cape Point Wealth & Tax Management

Cape Point Wealth & Tax Management

Mike Glick, CFP®, CPA, AIF®

Founder Cape Point Wealth & Tax Management

As the owner and founder of Cape Point Wealth, Mike has over twenty years of wealth management and tax planning experience. His background as a CERTIFIED FINANCIAL PLANNER™ Professional (CFP® -2009), and a licensed Certified Public Accountant (CPA -1996), offers you a fully balanced perspective, providing a distinct advantage with just one point of contact. He also has earned the Accredited Investment Fiduciary designation (AIF® -2011), requiring an investment advisor to adhere to a higher standard of  conduct and code of ethics. Mike will work closely with you to develop customized solutions and strategies that strive to minimize taxes while growing your wealth.


Experience & Background:


Community Activities:

  • Stroum Jewish Community Center – Former Board and Finance Committee Member
  • Youth Advancement Through Music and Art – Former Board Member and Treasurer
  • Family Promise – Former Advisor to Board and Treasurer

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