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, Inc. manages roughly $1.22 billion in discretionary assets and serves primarily high‑net‑worth individuals alongside endowments, foundations, non‑profits, corporate pension plans and business clients. The firm provides portfolio and wealth management, financial planning, estate plan reviews, and tax planning and preparation, with a stated $500,000 minimum for wealth management and a $1.5 million threshold to qualify for in‑house tax preparation. Cabot tailors portfolios to each client’s objectives by assessing investment objectives, risk tolerance, time horizon and other planning needs, then implements discretionary allocations that combine individual stocks and bonds with mutual funds and ETFs; third‑party managers may be recommended when appropriate. The investment team uses both fundamental and technical analysis, monitors holdings on an ongoing basis, and considers tax efficiency when adjusting allocations. Notably, Cabot offers in‑house tax preparation and will prepare federal and state returns for a limited clientele, an integration of tax services and investment management that is uncommon among similarly sized team firms. The firm also occasionally acts as trustee on certain client accounts and operates under a multi‑owner partnership structure, reflecting an operational model and service mix that differ from many peers.

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.