We are Cambridge
Cape Cod

One team dedicated to your financial success
We are an independent fee-only registered investment advisory firm. This allows us to recommend investment products to our clients based on their needs and not on potential commissions to be generated. In our capacity as a fiduciary, we always have your best interest at heart.

Gregory C. Fenton, CFP®

Principal
Bio

Anna Bergeron

Client Relationship Manager
Bio

Why Us?

Independent, Fee-Only

Our firm is independent of large banks or brokerage firms allowing for independent advice built on education, experience, and knowledge. Our fee is based on income, net-worth and the complexity of your plan.

Comprehensive

In helping clients grow, preserve and transfer wealth, we tend to the details without ever losing sight of the big picture. Our consultative approach creates a blueprint for our clients to pursue comprehensive, agreed-upon goals, that can evolve along with their needs.

Fiduciary

We are compensated only from our clients never from the sale of products. As a fiduciary, we are held to the highest legal standard (duty of care) in financial services which requires our advice and recommendations to always be in your best interest.

Client-First Philosophy

Our firm was built for and around our clients and their specific needs. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough planning process is driven by listening first, formulating a customized strategy, and following through with continuous advice and evaluation.

Our Process

  • Discovery

    A thorough understanding of your needs and goals is key to the creation of your comprehensive wealth plan. We take the time to listen, ask incisive questions, and gain insight into your life and the things that matter most to you.

  • Analysis

    We gather all relevant documentation and thoroughly review your financial situation to help you understand how you are currently positioned and what steps need to be taken to achieve your overall goals.

  • Development/Implementation

    We offer thoughtful and insightful recommendations tailored to your goals and resources. We work with you in the development of your plan to evaluate all options so that you can decide which choices are right for you. We excel at assembling all subject matter professionals that you may already be working with to ensure everyone is on the same page and working on your behalf.

  • Monitor and Evolve

    Through ongoing communication, we continuously monitor progress toward your goals. As your needs change, and as tax laws and market conditions fluctuate, we carefully consider and discuss your strategy with you. We are always evaluating whether your strategy remains on target or if adjustments are needed.

FAQ

What is an independent financial advisor?
Independent Registered Investment Advisers are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care—and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.
What does being a Fiduciary mean?
A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries will also adopt a code of ethics and will fully disclose how they are compensated.
What separates us from other financial advisors?
A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company. Our services range from financial planning to investment management to estate planning—we can meet a wide range of needs under one roof. Finally, we are oriented toward providing each client the attention and service they deserve. We treat our clients as individuals and not numbers.
Where is my money kept?
In our advisory role, we never take custody of client assets. We utilize Fidelity as the custodian of client accounts and as our primary broker. Our relationship with Fidelity is an arm’s length transaction with no exchange of funds between Fidelity and us. When your account is established with Fidelity, you provide us with limited trading authorization on your account. This authority allows us to process trades directly in client accounts.
How do I begin?

Typically, we only need a copy of your most recent account statement and your signatures on a few forms. You may use the link below to create a preliminary profile in our client portal that will allow us to reach out to you shortly to begin the planning process!

Create Preliminary Client Profile

*Creating a preliminary profile is free and does not lock you into any of our services.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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© Cambridge Cape Cod Advisors.   ADV   |   Disclosures
Securities offered through Fidelity Brokerage Services LLC. Member FINRA/SIPC.
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