Cabot Wealth Management, a nationally recognized RIA located in Salem, is marking its 40th anniversary.
Cabot Wealth Management works with high-net-worth clients and multi-generational family groups across the United States. A team of advisors and portfolio managers implement globally diversified investment strategies that best fit the goals and risk tolerance of each of its clients.
Crafting a sound financial plan goes beyond simply recommending an asset allocation strategy. The Cabot team works with each client to assess their investment, tax, estate planning and risk management needs as part of a holistic approach to wealth management. Ongoing conversations, meetings, and strategy reviews are vital to the client-advisor relationship.
While no one can predict how the investment climate will look in the future or how one’s needs will change over time, Cabot Wealth Management helps clients prepare for this uncertainty by crafting a plan that is dynamic and flexible enough to evolve. They offer a high level of service and strive to become the “trusted advisor” to all clients.
The day-to-day management and long-term strategic vision of Cabot Wealth Management is guided by six partners: Rob Lutts, Managing Partner, Jim Gasparello, Managing Partner, Greg Stevens, Managing Partner, Sonia Ernst, Managing Partner, Tom Vautin, Partner, and Craig Goryl, Partner.
Cabot Wealth Management is proud to have helped clients build and preserve their wealth since 1983.