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President’s Message

A Message from Rob Lutts

Welcome to Cabot Wealth Management. We have been building and preserving wealth since 1983. Our private wealth management firm operates on three core principles:

  • We work for you.
  • We educate you about solutions, not products.
  • We are fiduciaries, keeping only your best interests in mind.

They may seem simple, but these principles guide our every move. If market volatility suggests anything, it is that you need a trusted advisor who sits on the same side of the table as you.

Wealth Management Designed for You
If you simply do not have the time or discipline to navigate the financial markets, we can help. From a lifetime of building assets to receiving an inheritance, managing wealth is a serious responsibility. Increasingly complex legal, insurance, estate, and family dynamics demand that you employ short- and long-term strategies to grow and protect your financial assets. Having a trusted advisor can help you understand and raise awareness of what you need.

The Cabot team you see today is an experienced, capable, and enthusiastic group of professionals.  Management has cultivated this team over the past twenty-five years, and we are confident they can and will help you achieve your goals.  Our culture is centered on extensive communication with our clients, and we will help you feel comfortable and confident about the management of your wealth to the benefit of your family.  We look forward to working with and for you.

Contact Us
How can we help you? Contact us to learn more about the personal touch our firm provides.

Warm regards,

Robert T. Lutts
President

We Have the Tools and Background to Provide the Services That May Fit Your Needs

Retirement

Retirement

Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth.