Our Services

One advantage of being a boutique wealth management firm is that we give you the close personal attention that you demand in any professional relationship. Each Cabot client has direct access to a team of investment and client service professionals, led by your personal wealth advisor who is familiar with your needs and aspirations. Our services include:

PORTFOLIO MANAGEMENT

  • Asset Allocation
  • Alternative Investments
  • Risk Management and Diversification

WEALTH MANAGEMENT

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Tax Preparation and Planning

CORPORATE COUNSELING

  • Business Succession
  • Workplace Financial Education Workshops
  • Retirement Plan Management and Counseling

TRUST & ENDOWMENT PLANNING

  • Non-Profits
  • Pension Plans
  • Asset Management Strategies
  • Assistance with Tax Reporting