The Cabot Advisor Blog

Announcements

Introducing Cabot’s Client Portal

It’s no secret that the financial industry is changing rapidly, and innovation and technology have always been a primary focus of our firm. At the center of a well-run wealth management firm is the right technology—technology that fuels growth, supports effective management and protects our reputation. Today, we realize investors are online and using the […]

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Research Intern Wins Scholarship Award

We are extremely proud to announce that Pedro Palandrani, Cabot’s research intern, was recently chosen for the Kathy & Mike LaRocco Award, courtesy of  Delta Mu Delta, the International Academic Honor Society in Business. Pedro will receive $3,000 to apply towards his business education. Pedro is a graduate student at Salem State University and sits […]

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ECEPC Announces New Member

Cabot Wealth Management is pleased to share that Richard Moquin, Cabot’s senior tax advisor, has joined the Essex County Estate Planning Council. The Council is a group of over 100 estate planning, wealth management and other affiliated professionals, which provides educational and networking opportunities that aim to build and strengthen relationships. The purpose of the […]

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Lutts Announces Succession Plan

SALEM, MA, August 01, 2017 – Cabot Wealth Management Inc. (Cabot), a private wealth management firm providing fiduciary advice since 1983, today announced president and founder Rob Lutts’ ten-year succession plan. Effective July 1, 2017, thirty percent of Cabot Wealth Management was sold to the three senior principals of the firm: Jim Gasparello, Greg Stevens, and […]

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Succession Plan Announcement

Dear Friends,   It was November of 1983 when I set out to start a new company called Cabot Money Management, Inc. I was 27 years old and only a few years out of receiving my MBA from University of Massachusetts in Amherst. Like a great many people, I followed in my Dad’s footsteps (Carlton […]

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Cabot Advisor Blog Updates