Cabot Wealth Management provides holistic financial planning and investment management services tailored to the needs of the high-net-worth individuals and family groups we serve. Our team uses an active approach to portfolio management to customize strategies based on the needs of our clients.

Portfolio Management

Portfolio Management

Cabot Wealth Management provides advisory services for individuals and family groups throughout the country. We structure portfolios based on our clients’ needs, time frame, and tolerance for risk. As active managers, we adjust our strategies based on market conditions and as our clients’ goals change. Our in-house team of equity and fixed-income portfolio managers work closely with our advisor team to develop well-balanced investment strategies which incorporate:

  • Diversification across multiple asset classes
  • Both U.S. and foreign equities
  • Exposure to high-quality fixed-income securities
  • A focus on risk management by avoiding too much exposure to any one security or sector
Wealth Management

Wealth Management

Wealth Management goes beyond simply recommending an asset allocation strategy. Our team works with each client to assess their needs and implement a plan to help them achieve their goals. Our advisor will work with you to help with:

  • Developing an overall financial plan
  • Implementing an Asset Allocation strategy based on your needs
  • Advice relative to tax planning
  • Guidance on creating an estate plan to provide for your family and meet philanthropic goals