216 Essex Street
Shrewd financial advice and savvy wealth strategies are just the beginning.
Discover an array of services for all your financial needs.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
An effective estate plan enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
Our Wealth Management professionals will help you craft an efficient tax strategy in line with your overall financial goals.
Put a century of combined experience to work for you.
Curated articles, videos, and more for a more financially savvy you.
We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or wealth strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
At Cabot, our philosophy is to forge strong, lasting relationships with our clients and their families in order to help them meet their financial goals. Our team of Wealth Management professionals has decades of experience in providing sound, well-thought-out investment strategies coupled with efficient financial planning solutions for our clients throughout the United States. We combine our globally focused investment management philosophy to coincide with sound risk management tools to create a successful plan to help our clients work toward their financial goals.
Client Services Specialist
Operations & Marketing Associate
CFA®, Portfolio Manager
Operations & Trading Associate
Principal, Senior Wealth Advisor
Accounts Payable/Receivables Controller
Principal, Director of Wealth Management
President, Chief Investment Officer
Principal, Manager of Trading and Operations
Senior Tax Manager
Senior Financial Planner, Portfolio Manager
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
Revising Estate Strategy Assumptions
Is a SEP-IRA Right for Your Business?
Planning for the Expected
Your Cash Flow Statement