top of page
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:

  • Linkedin

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.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Describes financial burdens associated with end-of-life care and funerals.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explains how future tax rules may impact deductibility of charitable donations.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This calculator can help you determine whether you should consider converting to a Roth IRA.

This calculator can help you estimate your annual federal income tax liability.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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