Greg Stevens, CFP®, CRPS
Managing Partner, Senior Wealth Advisor
Greg is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Plans Specialist. He is responsible for providing financial planning and investment advisory services to clients of Cabot Wealth Management and also acts as the firm’s Chief Compliance officer. In addition, Greg is responsible for assisting individuals’ transition into retirement by providing cash flow analysis, asset allocation and tax minimization strategies. He holds a Bachelor of Arts degree in economics from the University of New Hampshire. Prior to joining Cabot, Greg worked at Putnam Investments. He currently serves as a Trustee of the Feoffees of the Grammar School Trust, a Trust created in 1660 to benefit the Ipswich Public Schools.