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Our Services

Portfolio Management

  1. Asset Allocation
  2. Alternative Investments
  3. Risk Management and Diversification

Wealth Management

  1. Estate Planning
  2. Financial Planning
  3. Retirement Planning
  4. Tax Preparation and Planning

Corporate Counseling

  1. Business Succession
  2. Financial Education Seminars
  3. Retirement Plan Management and Consulting

Trust and Endowment Management

  1. Non-Profits
  2. Pension Plans
  3. Asset Management Strategies
  4. Assistance with Tax Reporting

What is Wealth Management?

These are the components of Wealth Management:

At Cabot, we help you to develop a sound, financial plan designed to help you meet your goals. Our in-house team of advisors and portfolio managers work together to implement a globally-diversified investment strategy. This mix of investments is tailored to meet the needs and risk tolerance of each and every client.

Our advisors establish long-term relationships with you and your family to ensure that your plan is designed to adapt to changes in your life. Planning goes beyond simply recommending an asset allocation strategy. Our team works with each client to assess their investment, tax, estate planning and risk management needs as part of our holistic approach to Wealth Management. Ongoing conversations, meetings and strategy reviews with clients is a vital piece of the client/advisor relationship.

Management of Endowment and Non-Profit Portfolios

One of the most important roles of a board of directors is to oversee the organization’s endowment fund. With decades of experience in working with non-profit organizations of varying sizes, Cabot can help your board craft a portfolio strategy that fits within your group’s investment mandate. Having access to an in-house team of portfolio managers means that there is no reason to “farm out” the investment management piece of the endowment fund and pay additional fees. 

Many of our non-profit clients ask us for help with the following:

  • Developing an investment policy statement to define the investment parameters of the fund
  • Creating a sound spending policy
  • Providing regular, in-person reviews to the Board and being available to answer any questions about the portfolio or the process

Ready to Learn More?

Wealth Management doesn't have to be perplexing. Contact us to request more information about our Wealth Management services today or complete the secure Cabot Questionnaire below and one of our advisors will call or email you to arrange a time to discuss your specific financial planning needs.

Disclosure: Completion of this online questionnaire does not constitute a contract with Cabot Wealth Management to perform investment management or financial planning services. We will not share your personal information with any third-party companies. See our forms ADV, Part I and II on the SEC website as well as our privacy statement for complete disclosures.