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CABOT WEALTH MANAGEMENT WELCOMES NEW DIRECTOR OF BUSINESS DEVELOPMENT AND MARKETING

mikki-wilson

PRESS RELEASE – August 18, 2014

Robert Lutts, President and Chief Investment Officer of Cabot Wealth Management, along with the entire Cabot team, are pleased to welcome back Mikki Wilson as the firm’s new Director of Business Development and Marketing. The business development role is a new position for the firm, which will focus on identifying new opportunities in all areas of business. In this role, Wilson will continue maintaining the firm’s marketing and communications while developing new programs and relationships to further strengthen Cabot Wealth Management’s recent rebranding efforts and increase visibility on the North Shore.

“We are thrilled to have Mikki rejoin our team as the Director of Business Development and Marketing,” says Rob Lutts, of Cabot Wealth Management. “She already has extensive experience with our marketing operations and is deeply involved within the local community, making her a great fit for this role.”

Wilson brings nearly 15 years of marketing experience to the firm, spending nine years at Cabot and then holding key marketing positions for successful North Shore businesses like Cakes for Occasions and Associated Home Care. She holds a Bachelor of Arts degree in Business Administration (Marketing) from Salem State University and Associates degrees from North Shore Community College. Wilson is a lifelong resident of Lynn and an active volunteer within the North Shore community, currently serving on the boards of Northeast Arc, Salem State Alumni Association, Massachusetts PTA, Lynn Lions and the Lynn YMCA’s Branch Advisory Council.

“I’m very happy to come full circle and be back at Cabot in this new position. My goal remains the same, to tell Cabot’s story and introduce people to the benefits provided by professional wealth management services, which are critical to long-term financial stability,” says Wilson. “Cabot has always been committed to taking a personal interest in meeting our clients’ needs as they change throughout the course of their lifetime.”

Please contact info@ecabot.com for media inquiries.


Read our newest White Paper by Rob Lutts:

“USA Innovation Accelerating”

In our research work we are impressed with the rate of innovation development in the United States.  We are growth investors and seek out new companies that are developing innovation in a wide range of industries.  Over the past few years it seems the pace of innovation is accelerating.  Why is innovation accelerating?…..

USA Innovation Accelerating_web


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Cabot Wealth Management Inc. is excited to be a Gold Sponsor of;

Misselwood Concours d ‘Elegance July 29-27, 2014

 

Hosted at the scenic Misselwood Estate, the Concours d ’Elegance features antique automobiles and motorcycles. Included in the day’s events are Estate Tours, fashion shows, music and a fancy hat competition.

For more information please visit: http://www.endicott.edu/Concours.aspx


Workshop:

Alternative Assets:
Do they deserve a place in your portfolio?

featuring:
Craig Goryl, CFA®
Portfolio Manager

Wednesday, June 11, 2014
216 Essex Street
Salem, MA 01970

5:30pm – 6:00pm Registration and Networking Reception
6:00pm – 7:00pm Presentations / Q & A

Registration required. Seating is limited.
RSVP by June 11, 2014
at 800-888-6468 or info@eCabot.com


Workshop:
Tax Planning for High Net Worth Investors

featuring:
Tom Vautin, CFA, CFP, CPA®
Senior Financial Planner, Portfolio Manager

Wednesday, May 14, 2014
216 Essex Street
Salem, MA 01970

5:30pm – 6:00pm Registration and Networking Reception
6:00pm – 7:00pm Presentations / Q & A

Registration required. Seating is limited.
RSVP by May 12, 2014
at 800-888-6468 or info@eCabot.com


Workshop:
International Investing – Insights from Global Travel

featuring Rob Lutts, President, Chief Investment Officer

Wednesday, April 23, 2014
216 Essex Street
Salem, MA 01970

5:30pm – 6:00pm Registration and Networking Reception
6:00pm – 7:00pm Presentations / Q & A

Registration required. Seating is limited. RSVP by April 21, 2014 at 800-888-6468 or info@eCabot.com


WBZ Expert Panel
The Winning Equation: Making College Affordable

featuring Rob Lutts, President, Chief Investment Officer

Wednesday, March 19, 2014
Sheraton Boston Hotel
39 Dalton Street
Boston, MA

8:00pm – 10:00am

Free to attend. Registration required at cbsboston.com/breakfast


Workshop:
The ABCs of ETFs
The Proper Use of Exchange Traded Funds

featuring Rob Lutts, President, Chief Investment Officer

Wednesday, March 12, 2014
216 Essex Street
Salem, MA 01970

6:30pm – 7:00pm Registration and Networking Reception
7:00pm – 8:00pm Presentations / Q & A

Registration required. Seating is limited. RSVP by March 10, 2014 at 800-888-6468 or info@eCabot.com


Workshop:
Think Small and Dream Big: Key Themes
Science and Innovation Fuel the Growth Engine in 2014!

featuring Robert T. Lutts, President and Chief Investment Officer

Wednesday, January 15, 2014
216 Essex Street
Salem, MA 01970

6:30pm – 7:00pm Registration and Networking Reception
7:00pm – 8:00pm Presentations / Q & A

Registration required. Seating is limited. RSVP by Friday, January 10, 2014 at 800-888-6468 or info@eCabot.com


Brand Identity Update

We are pleased to announce that Cabot Money Management, Inc. has updated our brand identity. In keeping with our mission and to best represent the full scope of services provided, we will now be known as, “Cabot Wealth Management, Inc.

Along with our updated name, our logo now includes the image of a shield.
The shield has been chosen to represent the strength, protection
and security that Cabot has always valued.

 “Having recently celebrated our 30th Anniversary, we felt it was appropriate to make this important change. Our new identity better reflects all of our services including financial planning, tax preparation, estate  planning, and investment management. One thing hasn’t changed and that is our commitment to our client-centric approach to highly personalized service.”

– Robert T. Lutts, President and Chief Investment Officer   

30th Anniversary Open House

Robert T. Lutts, President and Chief Investment Officer
of Cabot Money Management, Inc., invites you to join
him and the entire Cabot team at our open house
event as we celebrate our 30th Anniversary.

Wednesday, December 18, 2013
2:00 – 4:00pm
216 Essex Street
Salem, MA 01970

Workshop:
Preparing for Retirement During Uncertain Times:
Getting Your Financial House In Order

Wednesday, November 20, 2013
216 Essex Street
Salem, MA 01970

Registration required. Seating is limited. RSVP by Friday, November 15, 2013 at 800-888-6468 or info@eCabot.com

24th Annual Investment Conference and Luncheon

Friday, September 27, 2013
The Hawthorne Hotel
Salem, MA 01970

Presentation themes will focus on current economic events and topics. Attendees have several opportunities to have their questions and concerns addressed directly by members of the Cabot Team. Mark your calendar to enjoy a beautiful Autumn day in historic Salem!

Seminar: Financial Empowerment Series For Women

The Healthcare Cost Crisis

How recent legislative changes will impact your financial future.

Featuring Guest Speakers:
Dan McGrath, Zenith Marketing Group, Inc.
Kathleen Mealey, CFP®, RMA(SM), EA

Tedesco Country Club
154 Tedesco Street
Marblehead, MA 01945

Wednesday, April 3, 2012
6:30pm – 7:00pm Registration and Networking Reception
7:00pm – 8:00pm Presentations / Q & A

Registration Required. Seating is Limited. RSVP by Monday, April 1, 2013
to Kathleen Mealey, Cabot Money Management at 978-619-6324 or kathleenm@eCabot.com

IMPORTANT TAX NOTICE – JANUARY 2013

Effective January 1, 2013, the Canada Revenue Agency (CRA) will begin withholding the full 25% tax on Canadian-sourced income unless a non-resident tax form is on file for each client that is eligible for a reduced rate. Read more…

Forms:

– NR301 Declaration of Eligibility for Benefits under a Tax Treaty for a Non-resident Taxpayer
– NR302 Declaration of Eligibility for Benefits under a Tax Treaty for a Non-resident Partnership
– NR303 Declaration of Eligibility for Benefits under a Tax Treaty for a Non-resident Hybrid Entity

Seminar: Financial Empowerment Series For Women

Protecting Yourself and Your Assets Through Estate Planning
Attorney Jessica Wistran

Basics and Not So Basics of Financial Planning
Kathleen Mealey, CFP

Tedesco Country Club
154 Tedesco Street
Marblehead, MA 01945

Wednesday, December 5, 2012
6:30pm – 7:00pm Registration and Networking Reception
7:00pm – 8:00pm Presentations / Q & A

Registration Required. Seating is Limited. RSVP by Monday, December 3, 2012
to Kathleen Mealey, Cabot Money Management at 978-619-6324 or kathleenm@eCabot.com

Cabot’s 23rd Annual Investment Conference & Luncheon

Will Economic Growth Return in 2013?

Cabot’s Top Three Investment Themes

Hawthorne Hotel
Salem, MA

Presentations now available!

8:30am
Registration and Breakfast

9:00am
Welcome, Year in Review

10:00 – 10:45 am
Track I: Opportunities In Challenging Markets
Track II: Managing Your Wealth in an Unstable Environment

10:45 – 11:00 am
Coffee Break

11:00 – 11:45 am
Track I: Market Brew with Cabot’s PM Team
Track II: Bonds – Trouble with the Bubble?

12:00 – 2:00 pm
Luncheon
Keynote: Will Economic Growth Return in 2013?

2:00 pm
Adjournment

WEBINAR: Retirement Plan Secrets for Small Business Owners

Greg Stevens, Senior Financial Counselor

There’s more to retirement than a SEP, SIMPLE IRA, ROTH, or IRA. Instituting a retirement plan can be a great way to save money for your own retirement, offer a benefit to your employees and give your business a way to save on taxes. Explore options available to a small business owner and learn the pros and cons of each, including the Solo 401k and the Defined Benefit Plan, both of which have much higher contribution limits.

Wednesday, May 30, 2012
3:00pm – 4:00pm

SEMINAR: Retirement Plan Secrets for Small Business Owners

Greg Stevens, Senior Financial Counselor

There’s more to retirement than a SEP, SIMPLE IRA, ROTH, or IRA. Instituting a retirement plan can be a great way to save money for your own retirement, offer a benefit to your employees and give your business a way to save on taxes. Explore options available to a small business owner and learn the pros and cons of each, including the Solo 401k and the Defined Benefit Plan, both of which have much higher contribution limits.

Tuesday, April 24, 2012
8:30am – 10:30am

Location:
The Enterprise Center at Salem State University
121 Loring Ave.
Salem, MA 01970

“What Trends Will Drive the Economy in 2012?”

Rob Lutts Speaking at North Shore Business Expo.
The North Shore Chamber of Commerce will hold its annual Business Expo on Tuesday, March 6th
at the CoCo Key Hotel on Ferncroft Road in Danvers, MA. The event begins with a breakfast at 7:45 a.m. featuring a presentation entitled, “What Trends Will Drive the Economy in 2012?” by Robert Lutts of Cabot Money Management and John Traynor of People’s United Bank.

Read the story in the Salem Evening News.