Resources

News, insights, and up-to-date information

At Cabot Wealth Management, our goal is to preserve and build your wealth while delivering the best client experience possible. We help clients gain control of knowledge, skills, and resources to better manage resources and respond to change. Through an array of resources and tools available to Cabot clients, it is easier than ever to understand and stay up to date with your assets and investments. We provide the following resources and tools as part of our wealth management services:

Cabot Client Portal

This portal is provided for Cabot Wealth Management clients only. Please contact us about the features available through the portal, including the ability to upload documents and more. The client portal is hosted by ShareFile provided by Citrix, our tax software provider.

Cabot Quarterly Newsletter

Read Cabot's quarterly newsletter for current articles related to investment management, estate and tax planning, financial education, community involvement, and more.

Whitepapers

Read Cabot's latest whitepapers