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

  • College Fund Plans

  • Retirement Income Plans

  • Wealth Transfer Strategies

  • Trust and Estate Planning

  • Special Needs Trusts

Retirement Planning, Personal & Business:

  • Traditional IRA, ROTH, SEP, & SIMPLE

  • 401(K) Plans for Small Business Owners

  • 401(K) Rollover Plans


  • Whole Life

  • Universal and Variable

  • Long-Term Care & Disability Income