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Why Cape

Your financial compass in complex times

The Cape team is here to help you steer the course. With a hometown attitude and a solution-oriented mentality, we strive to continually expand our capabilities by adding technology, services and support. We’re in the business of relationships, not just transactions. For us, every relationship counts, which is why Cape is a thriving home for financial advisors and wealth managers nationwide. We continue to attract high-quality financial professionals, grow our office network, and add to our core team. As you navigate today’s intricate financial landscape, you can count on Cape's resources and trust to light the way with clear vision and targeted solutions.

We help our financial professionals manage and build their practices through a carefully constructed support structure. We do that by helping you plan for business growth, enhancing your investment offerings and capabilities, deploying new technology to make you more efficient, and strengthening client relationships through common communication and branding.

Why choose Cape as your financial concierge?

  • A proven track record of working with individuals and businesses regionally and nationwide

  • Dedication to developing lasting relationships with our representatives and clients

  • Deeply experienced professionals who provide investment and financial advice

  • Products and services backed by some of he nations largest and most respected sub-advisors and custodians
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