A complete list of active advisors currently associated with Cabot Wealth Management

Warmer can help you find a great advisor at Cabot Wealth Management or one who fits your needs even better.

Cabot Wealth Management provides portfolio management and wealth management services primarily to high‑net‑worth individuals, endowments, non‑profits and business clients. Services described in the brochure include discretionary portfolio management, financial planning, estate plan reviews, tax planning and, for a limited group of clients, in‑house tax preparation and consulting. The firm customizes allocations based on clients’ objectives, risk tolerance and time horizon using a mix of individual stocks and bonds, mutual funds and ETFs, and applies both fundamental and technical analysis with ongoing monitoring and periodic rebalancing. For certain model strategies Cabot uses 55ip as a sub‑advisor and deploys J.P. Morgan ETFs (which may constitute up to about 40% of those models), and it executes trades on a discretionary basis with block trading and custody arrangements through Charles Schwab. Noteworthy distinctions include offering tax return preparation and estate tax filings in‑house for select clients (the brochure states a $1.5 million AUM threshold to qualify for tax preparation) and accepting trustee roles and standing letters of authorization that result in custody of some accounts. The combination of investment management, financial planning and in‑house tax services is specifically disclosed as creating potential conflicts of interest that the firm says it addresses in its Form ADV.

To learn more about the advisors currently working at Cabot Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Cabot Wealth Management's office locations.