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How does the advisor help clients – Key Takeaways:
CABOT WEALTH MANAGEMENT provides personalized financial planning and investment management services to help clients achieve their financial goals.
- Offers a variety of financial services, including retirement planning, investment management, and tax planning.
- Sets up regular meetings with clients to review and adjust their financial plan as needed.
- Emphasizes a long-term, strategic approach to investing, rather than chasing short-term gains.
Facts and Insights
CABOT WEALTH MANAGEMENT has been in business for over 20 years, and has a team of experienced financial advisors with in-depth knowledge of the markets and various financial products.
The firm manages a diverse portfolio of over $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
CABOT WEALTH MANAGEMENT offers a range of financial services to help clients achieve their financial goals, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Education planning
- Wealth management
Client Types
CABOT WEALTH MANAGEMENT caters to a diverse range of clients, including:
- Individuals and families
- Business owners
- Retirees
- High-net-worth individuals
Fees & Compensation
CABOT WEALTH MANAGEMENT charges a percentage of assets under management as its fee structure. This incentivizes the firm to prioritize the growth of a client’s portfolio. The firm also has a fiduciary duty to act in the best interests of its clients at all times.
Background
CABOT WEALTH MANAGEMENT was founded in 1999 and is headquartered in Salem, Massachusetts. The firm is led by a team of experienced financial advisors with extensive backgrounds in finance and investments. The firm is committed to helping clients achieve their long-term financial goals through personalized and comprehensive planning.
Financial Advisor Disclosures to Know
CABOT WEALTH MANAGEMENT has a clean disciplinary record and has not been subject to any legal or regulatory actions.