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®) and a licensed Certified Public Accountant (CPA) offers you a fully balanced perspective, providing a distinct advantage as just one point of contact. He has also earned the Accredited Investment Fiduciary designation (AIF®), which requires 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.