Our Services

Your financial compass in complex times

The Cape Team is here to help you steer a straighter course. With a hometown attitude and a solution-oriented mentality, we are always expanding our capabilities by adding premier technology, service 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 brokers, agents, 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 as a pillar of resources and trust lighting 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 or 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?
  • Four decades of working with individuals and businesses regionally and nationwide
  • Deeply experienced professionals licensed to sell investment and insurance products
  • Dedication to developing lasting relationships with our representatives and clients
  • Products and services backed by easily understood materials and explanations