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Discover Intelligent Wealth Management For A Smarter Tomorrow

Shrewd financial advice and savvy wealth strategies are just the beginning.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    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.

  • Estate

    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.

  • Tax Planning

    Our Wealth Management professionals will help you craft an efficient tax strategy in line with your overall financial goals.

Meet Our Team

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

About Us

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.

Our Philosophy

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.

Connect With Us
Anne  Boris

Anne Boris

Client Services Specialist

(978) 745-9233

Cathy  Kirby

Cathy Kirby

Operations & Marketing Associate

(978) 745-9233

Craig  Goryl

Craig Goryl

CFA®, Portfolio Manager

(978) 745-9233

Craig  Cooper

Craig Cooper

Operations & Trading Associate

(978) 745-9233

Greg  Stevens

Greg Stevens

Principal, Senior Wealth Advisor

(978) 745-9233

Jill Alas

Jill Alas

Accounts Payable/Receivables Controller

(978) 745-9233

Jim  Gasparello

Jim Gasparello

Principal, Director of Wealth Management

(978) 745-9233

Natalie  Rubel

Natalie Rubel

Client Services Specialist

(978) 745-9233

Rob  Lutts

Rob Lutts

President, Chief Investment Officer

(978) 745-9233

Sonia Ernst

Sonia Ernst

Principal, Manager of Trading and Operations

(978) 745-9233

Tom  Vautin

Tom Vautin

Senior Financial Planner, Portfolio Manager

(978) 745-9233

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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