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Gerald C. DeWitt
Our Services
We will work directly with you to create a strategy that is tailored to your specific needs and is designed to meet your financial goals. James River Investment Strategies LLC offers the following products through Cabot Lodge Securities LLC:
Financial Consulting:
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College Fund Plans
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Retirement Income Plans
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Wealth Transfer Strategies
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Trust and Estate Planning
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Special Needs Trusts
Retirement Planning, Personal & Business:
Traditional IRA, ROTH, SEP, & SIMPLE
401(K) Plans for Small Business Owners
401(K) Rollover Plans
Insurance:
Whole Life
Universal and Variable
Long-Term Care & Disability Income
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