Welcome to Cabot Wealth Management. Since 1983, our private wealth management firm operates on the same principles on which it was founded:
- We work for you.
- We educate you about solutions and we don’t sell products.
- We are fee-only financial advisors with your best interests in mind.
These may seem like simple principles, but they guide our every move. If the recent market volatility suggests anything, it is that you need succinct financial advice from trusted advisors.
Wealth Management Designed for You
If you simply do not have the time or the extensive know-how to navigate the financial markets, we can help. Whether you’re managing new wealth or continuing to maintain wealth, it’s a serious responsibility. Increasingly complex legal, insurance, estate and family dynamics demand that you always understand both the short- and long-term wealth management strategies being employed to grow and protect your financial assets. We can help you with your technical needs but more importantly, provide the one thing so often missing today – a personal experience.
Let us know what we can do for you. If you would like to understand the personal touch our firm can provide, please contact us directly.
Robert T. Lutts
President, Chief Investment Officer