At Cambridge Cape Cod Advisors, we believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough financial planning and wealth management processes are driven by listening first, formulating a strategy, and following through with advice and world-class service.
Services
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. Our firm is independent of large banks or brokerage firms allowing for independent advice built on education, experience, and knowledge.
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. We treat our clients as individuals and not numbers.
Successful investment management starts with discipline. It is the cornerstone of your financial future. We work to achieve our client's goals through appropriate growth and income, with a focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive research, tactical allocation, and focused risk modeling and management, our portfolios help clients stick with their plan and achieve their long-term goals.
Financial planning encourages smart financial decision making. We take a creative and comprehensive approach to planning focused on your distinct needs rather than one-size fits all. At Cambridge Cape Cod Advisors we know that a truly effective plan is one that encompasses all aspects of your financial life and not just selective parts.
Part of living confidently in the present is knowing that your wishes will be carried out in the future. We help to create estate plans that will protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care. After decades of hard work, many of our clients find themselves in the position of considering these all-important questions.
Reviews (10)
Duncan Brown
Dec 03, 2021
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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. We’re retired now and continue to benefit from our fine-tuned financial plan.
Twenty years ago
Twenty years ago
Jeannie Deegan
Nov 29, 2021
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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
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Tory Street
Nov 05, 2021
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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
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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
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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 Greg’s new colleague Vincent helped us navigate the maze of consolidating three different
Wendy Prange
Oct 02, 2021
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Greg Fenton’s extensive financial adeptness is reliable, and of the highest standard. Greg’s 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
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
Brandon Cavicchi
Sep 02, 2021
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I have had great pleasure with working with Vincent for about a year now. The type of financial planning that Vincent and his team has offered has brought my financial career to a whole new level, as in helping me with my rental properties, forming LLC's, and getting ready for the next big investment. Vincent has also lined myself up for my retirement, paying off different investments at an early age, therefore so I have no debt and can be comfortable at and early retirement age to enjoy life. Any questions that I may have get answered in a very timely manor and at a very professional level. Just
Helene Sughrue
Jul 21, 2021
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Vincent Renaut and his team have helped us craft a financial plan that we are now implementing--and, subsequently, tackling some big projects we had dreamed of doing but believed we would never be able to afford. He took the time to get to know us and truly understands both our concerns and our aspirations. We have sent him so many emails that we start them all with "We are so sorry to bother you again...," but he always answers our questions quickly, expertly, and patiently. We are so happy to have found this firm!
Steve Sughrue
Jul 15, 2021
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My wife and I have had the pleasure of working with Vincent over the past year. He has been extremely helpful to us with financial planning -- both for our current situation and for retirement. Vincent is very knowledgable, confident in his ideas, but flexible in his thinking, and he is an excellent listener -- he has always been there for us whenever questions have come up. We have met over the phone, through Zoom and in person. Each meeting was productive and enjoyable. If you're looking for someone to help you navigate life's financial challenges, I recommend Vincent Renaut in the highest terms
