Cape Ann Savings Bank

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Cape Ann Savings Bank Overview

Type

Multi Family Office

Year Founded

1846

General Information

Cape Ann Savings Bank is a multi-family office headquartered in Gloucester. The firm provides investment management, trust, and financial services to families and individuals, emphasizing diversified portfolios tailored to client objectives, risk tolerance, and tax considerations. With a longstanding presence in the community, Cape Ann Savings Bank serves clients across the region—offers fiduciary guidance and wealth management solutions designed to support multigenerational financial goals.

Contact Information

Website:
https://www.capeannsavings.bank

Year Founded:
1846

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
109 Main St, Gloucester, MA 01930

Portfolio & Notable Allocations


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Cape Ann Savings Bank | Gloucester Multi Family Office | Altss