Salem, 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
216 Essex Street
Salem MA 01970
Advisors at this office
6
Advisors at this office
Thomas V
CFP®, ChFC®
Salem, MA
Cabot Wealth Management
Thomas Vautin is a CFP® and ChFC® with 20 years of industry experience. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations based on client objectives and risk tolerance, using a mix of individual securities, mutual funds, and ETFs, and combines fundamental and technical analysis with ongoing monitoring and rebalancing.
Craig G
CFA®
Salem, MA
Cabot Wealth Management
Craig Goryl is a CFA® charterholder with 12 years of industry experience, currently serving at Cabot Wealth Management. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes portfolios using individual stocks, bonds, mutual funds, and ETFs, combining fundamental and technical analysis with ongoing monitoring and rebalancing.
Tyler S
Series 65
Salem, MA
Cabot Wealth Management
Tyler Swaim is a financial advisor at Cabot Wealth Management with seven years of industry experience. He has been with Cabot Wealth Management since 2018 and previously worked at Congress Wealth Management from 2015 to 2018. Tyler holds a Series 65 designation. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes client allocations using individual securities, mutual funds, and ETFs, combining fundamental and technical analysis with ongoing monitoring and rebalancing.
James G
Series 65
Salem, MA
Cabot Wealth Management
James Gasparello is a Series 65-licensed financial advisor at Cabot Wealth Management with 28 years of industry experience. He has been with Cabot Money Management, Inc. since 1996. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, nonprofits, and business clients. The firm customizes portfolios using a mix of individual securities, mutual funds, and ETFs, and offers investment management alongside financial planning and selective in-house tax services.
Robert L
Series 65
Salem, MA
Cabot Wealth Management
Robert Lutts is a Series 65-licensed financial advisor with Cabot Wealth Management in Salem, MA, with 32 years of industry experience. He has been with Cabot Money Management, Inc. since 1983. Outside of his advisory work, Lutts teaches an investment management course at Salem State College School of Business. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations using a combination of individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.
Gregory S
CFP®, Series 63, Series 65
Salem, MA
Cabot Wealth Management
Gregory Stevens Jr. is a CFP® professional with 22 years of experience in financial advising. He has been with Cabot Money Management, Inc. since 2004. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations using a combination of fundamental and technical analysis, and offers integrated financial planning, estate plan reviews, tax planning, and in-house tax preparation for select clients.
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