Foster Dykema Cabot works with a select group of affluent individuals and families to preserve, grow, and transfer wealth. We recognize that our clientele's sophisticated needs require more attention, expertise, and nuance than many banks and large investment managers with cookie-cutter portfolios are able to provide. Our close-knit, experienced staff gets to know each and every client.

We consider ourselves conservative in the best sense. We respect the lessons of the past, but we are not wed to yesterday's investments. We seek out and scrutinize new ideas in search of long-term value. This orientation helps us capitalize on market inefficiencies caused by the short-term decisions of institutional investors.

FDC's holistic approach to wealth management goes beyond managing your investments. Because we have always specialized in high net-worth clients, we understand the specific needs that will inevitably arise for you. Whether it's serving as trustees and executors, establishing an educational trust for children, or creating a family limited partnership, we find the answer that works for you.

To learn more about how our services might help you and your family find financial peace of mind, please call 617-423-3900 or email us.