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Gerald C. DeWitt

101 Duncraig Drive Suite 110
Lynchburg, VA 24502

Phone:

4348320004

Fax:

4348328111

E-mail:

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James River Investment Strategies, LLC

At Cabot Lodge Securities, LLC, our clients benefit from a well conceived investment strategy to better plan their financial future. With this in mind, here at Cabot Lodge we are committed to providing a diverse array of investment products and services that address our clients' needs and goals. We provide a disciplined and sound investment approach that considers specific needs and goals and accounts for evolving market conditions. Cabot Lodge is a financial services firm uniquely positioned to offer clients a combination of traditional investment offerings and boutique style alternative investment solutions. We offer a broad spectrum of investment products and services via our open architecture product platform. We strive to serve our clients' best interests every day, whether it's in setting up a college fund with parents or consulting with parents or consulting with a senior executive on a multi-million dollar corporate acquisition. Our core belief, upon which all of our business in conducted is a constant: we put our clients' interests first.

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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