At Cabot Wealth Management, our goal is to preserve and build your wealth while delivering the best client experience possible. We help clients gain control of knowledge, skills and resources to better manage resources and respond to change. Through an array of resources and tools available to Cabot clients, it is easier than ever to understand and stay up to date with your assets and investments. We provide the following resources and tools as part of our wealth management services:
Cabot Advisor Blog
Our blog provides financial and investment guidance to individuals, families, business owners and non-profit organizations.
Cabot Wealth Mobile App
Our free, user-friendly mobile app enables you to view balances, holdings and deposit checks from the convenience of your phone or tablet.
Current & Relevant Resources
Browse our library of resources to stay informed and educated about your portfolio and how it relates to the markets.
Financial Road Map
We work with you to create a road map that outlines where you are, where you want to be, and the most efficient way to get there.
Online Client Portal
Our new online portal offers a high-tech solution for collaborating with our team, expanding communication and improving client service. Perfect for clients on the go.
Risk Tolerance Test
We work with you to pinpoint your risk level, guiding our decision making process so we can craft a portfolio that aligns with your personal preferences and priorities.