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Building and Preserving Wealth Since 1983

Discover Intelligent Wealth Management For A Smarter Tomorrow

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 office is located in the only surviving commercial building of its type and period in Salem, Massachusetts. The brick-and-mortar storefront, its longstanding presence symbolic of strength in the community, is located on the cobblestone-paved Essex Street in historic downtown Salem, a seaport city rich with tradition and culture.

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

Senior Client Services Specialist

(978) 745-9233

Cathy  Kirby

Cathy Kirby

Marketing & Operations Associate

(978) 745-9233

Craig  Goryl

Craig Goryl

CFA®, Senior 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

Patrick Creahan

Patrick Creahan

Portfolio Manager

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

<p>Four Steps to Valuing an Estate</p>

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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<p>Your Changing Definition of Risk in Retirement</p>

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
Learn More
<p>Insuring Your Second Home</p>

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Learn More
<p>The Half Million Dollar Baby</p>

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
Learn More

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