Diversified LLC, Cape Cod, MA Office (Buzzards Bay)
Serving Cape Cod, Southeastern Massachusetts, and Rhode Island
Our Cape Cod office in Buzzards Bay offers coastal convenience for clients across Cape Cod, Plymouth County, Southeastern MA, and Rhode Island.
Your Cape Cod Team
Our Buzzards Bay office includes Clark Schweitzer and local support staff, now connected to Diversified’s full-service network.
What We Offer in Buzzards Bay, MA
Our MA office provides full access to Diversified’s comprehensive wealth services, including:
Financial Planning – Retirement, legacy, education, and goal-based planning
Investment Management – Tailored portfolios designed to align with your objectives
Tax Planning & Filing – Access to Diversified Tax for integrated strategies
Insurance Solutions – Coverage analysis and policy recommendations
Estate Planning Support – In coordination with your legal advisors
With over 57 professionals across our network, we bring national expertise to your local office.
Why Choose Our Cape Cod Office
Coastal location serving Cape Cod and surrounding areas
Local expertise with national resources
Flexible meetings—in-office, virtual, or hybrid
Visit Us in Cape Cod, MA
📞 508‑759‑7533
📧 clientservices@diversifiedllc.com
Schedule a visit or connect with us virtually—whichever works best for you.