Personal Investment Services Overview
Experienced Estate Planning & Investment Management Services
Personal Investment Services
Our Personal Investment Center offers specialized services designed for individuals and families. Whether you need comprehensive investment planning for wealth growth or estate planning for wealth preservation, our Investment Executives provide expert guidance tailored to your personal financial goals.
Specialized Service Areas
- Investment Planning focuses on portfolio growth and wealth accumulation
- Estate Planning emphasizes wealth preservation and legacy strategies
- Both services include Written Financial Plans and ongoing reviews
- Coordination between services ensures comprehensive financial strategies
Personal Service Benefits
- Direct access to Kate DiMascolo and Robert Martin, licensed professionals
- Personalized strategies based on your individual circumstances
- Integration with all your Cape & Coast Bank relationships
- Local expertise with decisions made right here in Massachusetts
Personal Investment Services
Our Investment Executives will listen to your needs and help you find the right approach for your financial goals. Our team provides specialized services for estate planning and comprehensive investment planning needs.
Estate Planning
Comprehensive estate planning services including tax strategies1, trust coordination, and wealth transfer planning.
Features
- Estate Tax Planning1
- Trust and estate coordination
- Financial Plans
- Long-term care planning
- Multi-generational strategies
Investment Planning
Complete investment planning services with portfolio analysis, diversification strategies, and ongoing management.
Features
- Free Portfolio Analysis
- Variety of mutual fund options
- Access to term, whole life, and long-term care insurance
- Retirement account coordination
- Stocks, Bonds, Annuities, and Structured Certificates of Deposit
Why Choose Our Investment Services
The Community Banking Difference
We combine sophisticated investment strategies with the personal relationships and local expertise that community banking provides. You’ll know your Investment Executive by name.
Ready to Start Investment Planning?
We’re here to help you build wealth, plan for retirement, and achieve your financial goals. Experience the difference that personal relationships and community banking expertise makes.
Investment Planning Questions
Get answers to the most important questions about investment planning, portfolio management, and working with our Investment Executives.
What’s included in investment planning services?
We provide portfolio analysis, diversification strategies, and access to mutual funds and investment options.
Who are your Investment Executives?
Kate DiMascolo and Robert Martin are our licensed Investment Executives, affiliated with Osaic Institutions and available for consultations.
What investment options are available?
We offer mutual funds, structured CDs, insurance, corporate and municipal bonds, retirement accounts, and college savings programs.
How often should I review my investments?
We recommend annual reviews, with additional check-ins during major life events like marriage, job changes, or significant market shifts.
How do I get started with investment planning?
Schedule a consultation with an Investment Executive. We’ll review your goals and situation to recommend appropriate next steps.
1 Consult your tax advisor.
IMPORTANT: Investment and insurance products and services are offered through Osaic Institutions Inc. Member FINRA/SIPC. Cape & Coast Financial is a trade name of Cape & Coast Bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by any agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.