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 […]
We are pleased to recognize and highlight the newest members of the Cabot Wealth Management team. Richard Moquin, EA, MST | Senior Tax Planning Advisor Rick is the newest member of our growing Wealth Management team and will work directly with clients to optimize tax planning as well as develop and analyze solutions related to […]
Building up wealth takes time, planning, and lots and lots of know-how. You do not need to be investment genius – but you do need to know where to look for information. With so many blogs out there claiming to know what you should do with your hard-earned money, finding the right advice can stall any […]
October 14, 2016 | Rob Lutts of Cabot Wealth Management tells Reuters’ Fred Katayama that improving earnings will fuel stocks higher. He says equities are not overvalued.