The Cabot Advisor Blog

In the News

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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Meet the Team

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 […]

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