About Us

Located in South Yarmouth, approachable by design.

Our wealth management company provides professional financial planning, potentially low cost investments, business wealth management and employee retirement planning strategies for Cape Cod. Our experienced financial planners will work with you to determine the best portfolio for your current needs as well as your long-term goals.

What makes us a step above is customer service. After requesting a quote or contacting us, you’ll be met with genuine, approachable individuals whose goal is to help you succeed. We explain complicated financial planning strategies in terms you’ll understand — so you feel more empowered about your financial assets and goals.

Everyone’s financial situation is different, so we create a unique, potentially low cost investment plan that fits the individual. Goals and plans evolve over time — and so will your portfolio, with the help of our independent financial planning company.

Please ask us about: retirement planning · 401(k) rollovers and advice · life or disability insurance · stocks, bonds and mutual funds · business continuation funding · business succession planning · and more.

Schedule a Consultation

The Cape Cod Wealth Strategies & Insurance Services office and sign on Forsythe Ave in South Yarmouth

Our Associates

The people behind the plan.

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients’ needs, we have access to new products, enhanced product features and expanded quality service — and breaking new ground is part of our tradition.

The Cape Cod Wealth Strategies & Insurance Services team seated around a conference table

Dustin AiguierCFP®, ChFC®, LUTCF
Alan MelansonCertified Financial Planner™
Ernest AiguierRepresentative, LUTCF
William HarmonRepresentative
Jeffrey NicholsonRepresentative
Jason RogersRegistered Representative

Our Process

Planning is not a one-shot deal.

We approach financial planning as a dynamic, ongoing process that takes into account your personal circumstances, changes in the tax laws and changes in the marketplace — resulting in a well-coordinated series of recommendations that can be easily implemented.

Understand your situation

Every family’s situation is unique. We discuss your hopes, dreams and objectives — typically at our initial meeting.

Analyze your needs

We prioritize your objectives and set benchmark goals, deciding which are realistic and which need adjusting.

Develop & implement a strategy

Based on our conversation and analysis, we recommend the steps to help you achieve your goals.

Coordinate your activities

We coordinate insurance and financial activities with your other financial, tax and legal advisors.

Monitor progress

Ongoing service as your needs and situation change, keeping your program on track over the years.

Our Services

Financial planning & insurance services for Cape Cod.

Staying on target only matters when you’re heading in the right direction. Our comprehensive wealth management and integrated investment strategies are shaped around your circumstances and objectives.

Financial Investment Services

Professional investment advice and a personalized strategy — a tailored, professionally managed portfolio, or the simplicity of a diversified mutual fund wrap program — built around growth objectives, income needs, time horizon and risk tolerance.

Asset Allocation · Wealth Management · Portfolio Optimization

Financial Planning

A comprehensive analysis of your assets, liabilities, cash flow and investment strategy, to identify a clear path for you and your loved ones — an objective approach, developed with you and your other advisers.

Financial Consultation

An interactive work session on your most urgent issues — a financial tune-up, second opinion, or the start of deeper planning — followed by a written report of key observations and recommendations.

Risk Management

Strategies that use various types of insurance to help you face life’s unforeseen circumstances and keep your goals on track.

Life Insurance · Disability Income · Long Term Care

Retirement Planning

Managing your retirement investments through the different stages of life, so you’re ready and able to achieve your ultimate dreams.

Accumulation · Distribution · Lifetime Income · Pension Maximization

Education Funding

Children grow up fast — with the proper strategy, their college funds can grow along with them.

Charitable Legacy Planning

Help maximizing your legacy to benefit your community and the organizations that mean the most to you.

Estate Conservation

What you value may be more important than what you own. A personalized estate plan helps protect your family and your legacy.

Business & Employee Retirement Planning

Smart solutions for your employee benefit, protection and business succession needs — including 401(k) investment service and management.

Succession · Continuation · Exit Planning · Buy/Sell Planning

Financial planning, charted for the long course.