The Cabot Advisor Blog

Around Cabot

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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Registration Open for Annual Conference

Registration is open for our annual wealth management conference held on Friday, September 29, 2017. This half-day conference is held annually at the Hawthorne Hotel, one of the North Shore’s most historic hotels. Clients and attendees will gain access to insights and perspectives on the economic landscape, investment opportunities, cybersecurity education and strategies for managing […]

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Students Get Real About Financial Future

Reality Fair equips seniors with tools to manage finances. In May, Salem High School’s Class of 2017 participated in their third annual “Reality Fair”, a simulation of the financial obstacles students will face throughout their lives. Students had the opportunity to learn everything from managing their budget to using credit cards wisely. In our current […]

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