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Skyline view of the Empire State Building in New York City

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

Cabot Lodge Securities logo with interlocking CL initials

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.

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Moving to a new state may have tax consequences that can follow you long after you settle in.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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

Use this calculator to determine whether you qualify for the different types of IRAs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck