Financial stewards for over 50 years.
We believe that successfully managing wealth is a long-term proposition, requiring strategic thinking and dedication. Privately held since the 1960s, Foster Dykema Cabot’s succession through four generations and the longevity of our team has provided continuity for our clients. Many of our client relationships span multiple generations and are a testimony to the trust and confidence our clients feel with us.
We recognize that our clients’ needs are sophisticated and require more personalized attention, expertise and nuance than many financial institutions are able to provide. Because we have always specialized in handling the affairs of affluent clients, we understand the specific needs that will inevitably arise and can anticipate the questions that are likely to come up. How do we sustain our wealth? What about the future education of our children and grandchildren? How do we minimize our estate taxes? While tried-and-true solutions fit some questions best, others require innovation and flexibility that only a certain calibre of expertise and experience can answer.
At Foster Dykema Cabot, our clients receive prompt, personalized service and recognize that our planning and investment approach is rigorous, disciplined, and forward looking. Senior members of our team are always accessible and communication with clients is ongoing and proactive. Our goal is to fully understand your personal needs and those of your family so that we can help you turn your objectives into a customized financial action plan that works for you.