Portland Head Light on the rocky Maine coast at Cape Elizabeth

Cape Cod · Nantucket · Martha’s Vineyard

Wealth management for Cape Cod and the Islands.

Cape and Island wealth is often a house that is also a family landmark, seasonal cash flow, and accounts that have not been looked at as one portfolio. Boston is across the bridge. This page is for the Cape.

Meet with Rusty Investment management

Where we focus

Falmouth, Woods Hole, Mashpee, Barnstable, Yarmouth, Chatham, Wellfleet, Provincetown, Nantucket, and Martha’s Vineyard. Year-round residents and families who keep a summer house and a North Shore or Rhode Island tax home.

Local keyword volume is thin. The page still exists so a searcher looking for a fiduciary on the Cape does not get sent to a Boston brand.

How the work travels

Planning and custody do not require a weekly drive off-Cape. When a meeting should be in person, we schedule it. Private investments and interval funds are available when they fit the liquidity of a seasonal household — which often means they do not.

The next step is a conversation, not a commitment.

Discovery calls with Rusty are confidential and fiduciary. Bring the questions you have been carrying. We typically work with households that have $1,000,000 or more to invest.

Meet with Rusty Contact the office