Cambridge Cape Cod Advisors

Business Details

Your Trusted Financial Advisor in Sandwich, MA

At Cambridge Cape Cod Advisors, we are dedicated to providing independent, fee-only financial advisory services rooted in a client-centered philosophy. Our approach prioritizes transparency, fiduciary responsibility, and personalized strategies tailored to each client's unique needs. With expertise in investment management, financial planning, estate planning, tax planning, and small business solutions, we focus on long-term success through disciplined analysis and comprehensive wealth management.

Our team collaborates with trusted professionals to ensure holistic financial solutions, emphasizing education, integrity, and client empowerment. By maintaining independence from large financial institutions, we deliver unbiased advice designed to align with your goals, values, and life priorities.

Services

Investment Management Financial Planning Estate Planning Tax Planning Small Business Planning Investment Property Analysis

Highlights and features

We operate as an independent fee-only financial advisory firm with no product commissions.
Our fiduciary duty ensures all recommendations prioritize your best interests.
We provide comprehensive wealth management covering investment, tax, and estate planning.
Our client-first philosophy emphasizes transparent communication and personalized strategies.
We collaborate with trusted CPAs and attorneys to deliver holistic financial solutions.

Associations and certifications

Registered Investment Advisor (RIA)

Website

Update Listing

Services

Investment Management

Our investment management service focuses on disciplined growth-and-income strategies tailored to your financial goals. Through tactical allocation, risk modeling, and independent analysis, we build customized portfolios that align with your risk tolerance and long-term objectives. By prioritizing tax efficiency and low-cost strategies, we help clients maintain focus on their plans while navigating market cycles.

Financial Planning

We offer comprehensive financial planning that integrates retirement, tax, insurance, and estate considerations into a cohesive strategy. Our process begins with understanding your unique circumstances, followed by creating adaptable plans that evolve with life changes. By addressing all aspects of your financial life, we help you achieve balance between present enjoyment and future security.

Estate Planning

Our estate planning service ensures your assets transfer according to your wishes while minimizing tax implications. We coordinate with trusted legal and tax professionals to create wills, trusts, and power of attorney arrangements. Through strategic gifting and life insurance solutions, we help preserve your legacy and provide liquidity for beneficiaries.

Tax Planning

We provide proactive tax planning to identify deductions, credits, and tax-advantaged opportunities that reduce your liability. Our services include Roth conversions, donor-advised funds, and inter-generational tax strategies. By staying current with evolving tax codes, we help maximize after-tax returns and create efficient wealth transfer plans.

Small Business Planning

Our small business planning service addresses corporate structure, cash flow management, and employee benefit plans. We collaborate with your accounting and legal advisors to optimize business operations, implement retirement plans, and develop succession strategies. By focusing on risk management and financial efficiency, we help business owners concentrate on growth.

People

Gregory C. Fenton

Principal/CFP

Gregory C. Fenton is a Certified Financial Planner professional with decades of experience in wealth management. He specializes in creating customized financial strategies while maintaining fiduciary standards. His expertise spans investment management, tax planning, and retirement strategies.

Anna Bergeron

Client Relationship Manager

Anna Bergeron manages client relationships with a focus on personalized service and financial education. She assists in implementing wealth management strategies while ensuring clear communication between clients and the advisory team.

Questions

What does it mean to be a fiduciary financial advisor?

As fiduciaries, we must act in your best interest at all times, disclosing any conflicts and prioritizing your financial goals over product sales or commissions.

How are your fees structured?

Our fees are based on net worth, income, and plan complexity, with all costs disclosed upfront. We do not earn commissions or third-party compensation.

Do you work with clients outside Sandwich, MA?

While based in Sandwich, we serve clients across Massachusetts and beyond through virtual consultations and digital tools.

What services do you offer for small business owners?

We provide corporate structure evaluation, cash flow analysis, employee benefit plans, and risk management strategies tailored to small business needs.

How do you handle investment property analysis?

We analyze real estate investments through cash flow projections, property assessments, loan evaluations, and annual reviews to optimize returns.

Can you help with estate planning?

Yes, we coordinate with legal professionals to create wills, trusts, power of attorney documents, and tax-efficient wealth transfer strategies.

Reviews (7)

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Duncan Brown

Dec 03, 2021 Report

Twenty years ago, my wife Linda and I extensively researched financial planning and financial planners. Our search brought us to Gregory Fenton, an independent financial advisor, at Cambridge Cape Cod Advisors. With his guidance and expertise, we learned how to set up a comprehensive and disciplined financial plan both short-term and long-term. With our financial interests first and foremost, Cambridge Cape Cod Advisors guided us in areas of tax planning, estate planning, and investment management. Were retired now and continue to benefit from our fine-tuned financial plan. Twenty years ago

Jeannie Deegan

Nov 29, 2021 Report

I have worked with Cape Cod Advisors for almost 20 years. I sought out a financial advisor when I was going through a divorce. Since that time they have built a plan for me each and every year working with me through many life events such as job promotions, buying and selling property, moving out of state and retirement. When I left MA i did explore other advisors in MN and again as recent as 2020 but none of them could compare to the service and history I have with CCCA. I expect I will be with them for the duration and combined personal and financial experience continues to give me a great piece

Leonard Ryer

Nov 23, 2021 Report

Positive:Professionalism,Quality
My wife and I have been clients of Cambridge Cape Cod Advisors for several years now. We are very happy with their professional services, expertise, and wise counsel. We highly recommend!

Tory Street

Nov 05, 2021 Report

I signed on with Cambridge Cape Cod about 10 years ago after I saw how well friends of mine were faring with them. I have not had a single moment of regret. For my part, I have no interest in tinkering with, or even understanding, my investments. After an initial discussion about income needs, risk, and goals (which is reviewed in a yearly meeting), Greg and his team have handled everything and the most I have to do is sign my tax return. Thanks, in large part, to Cambridge Cape Cod Advisors ,I am completely secure and happy in my retirement!

Michael Longo

Oct 25, 2021 Report

I've been a client of Cambridge Cape Cod Advisors for more than 20 years, and Greg has been a fantastic CFP. Although I am still at least five years away from retirement, my portfolio has grown significantly over the years and I could retire very comfortably today if I so chose. Greg and Anna have been great to work with. They are professional, responsive, and genuinely nice people! I have referred friends to Cambridge Cape Cod Advisors who are also very happy with the services they've received. I would not hesitate to refer others as well.

Hugh Ducklow

Oct 24, 2021 Report

Selecting Greg and Cambridge Cape Cod to be our financial advisor was one of the best decisions we ever made. We were referred by a friend and called Greg to talk about our situation and plans. Greg clearly explained their strategy for managing our short (taxes) and long term (financial security, retirement, pension). There was never a hint of high pressure sales. We were sold! Greg is friendly and knowledgeable and inspired our confidence from our first meeting nearly ten years ago. Recently I retired and Gregs new colleague Vincent helped us navigate the maze of consolidating three different

Wendy Prange

Oct 02, 2021 Report

Greg Fentons extensive financial adeptness is reliable, and of the highest standard. Gregs outstanding personality, genuine hands-on style and commitment are very reassuring. His realistic, unrivaled and prudent far reaching financial prowess is refreshing, profound and exceptional. He is very resourceful, full of excellent ideas, yet always receptive to questions. I have had the good fortune and pleasure of being a client of Cambridge Advisors for thirty plus years, firstly in Michigan with founder, Bert Whitehead, and since 2001 with Greg Fenton on Cape Cod. I have the deepest admiration