Beverly, MA Office
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Cabot Wealth Management
Team
Firm-wide stats for Cabot Wealth Management
About
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.
Based on Cabot Wealth Management
Expertise
Based on Cabot Wealth Management
Location
48 Dunham Ridge Rd, Suite 2000
Beverly MA 01915
Advisors at this office
3
Advisors at this office
Kelly B
Series 65
Beverly, MA
Cabot Wealth Management
Kelly Birchmore is a financial advisor at Cabot Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked for Align Credit Union for six years. Birchmore is based in Beverly, MA. Cabot Wealth Management provides portfolio and wealth management services to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations using a mix of individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis supported by ongoing monitoring and rebalancing.
Nathan S
Series 65
Beverly, MA
Cabot Wealth Management
Nathan Stevens is a financial advisor at Cabot Wealth Management in Beverly, MA, holding a Series 65 credential. He joined the firm in 2025 and has recently started his career in the industry. Cabot Wealth Management provides portfolio and wealth management services to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations based on clients’ objectives and risk tolerance, utilizing a mix of individual securities, mutual funds, and ETFs while offering financial planning and in-house tax services for select clients.
Alexander C
Series 66
Beverly, MA
Cabot Wealth Management
Alexander Castrichini is a financial advisor at Cabot Wealth Management with 14 years of industry experience. He holds a Series 66 designation and previously worked at Triad Advisors, BlackRock Investments, and Fidelity Investments. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes allocations using individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.
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