216 Essex Street
Your interests and goals always come first.
Cabot Wealth Management, is committed to protecting your privacy. As a professional firm, we strongly believe that our relationship with our clients is our greatest asset. To that end, we have taken steps to protect your nonpublic personal information.
Cabot Wealth Management, collects and maintains your personal information so that we can provide investment management, financial planning and tax preparation services to you. The information that we may collect includes but is not limited to:
We do not share nonpublic personal information with anyone except as required or permitted by law. We share client information to complete transactions that you request or to inform you of other services or products that we offer, including:
Cabot Wealth Management, has taken the following measures to safeguard your information:
Red Flags for Tax Auditors
Protecting Your Business from the Loss of a Key Person
Rebalancing Your Portfolio