Cabot Wealth Management
Legal Name: CABOT WEALTH MANAGEMENT
Other Info
Cabot Wealth Management, legally known as CABOT WEALTH MANAGEMENT, is a Massachusetts-based firm with 17 employees, 9 in advisory roles. The number of clients served by the firm is unknown, but its SEC status is "Approved" with a registration date of September 16, 1983.
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At Cabot Wealth Management in Salem, MA, just north of Boston, our philosophy is to forge strong, lasting relationships with our clients and their families in order to help them meet their financial goals. North Shore, Essex County, New England, Wealth, Tax, Retirement, Planning
Direct Owners
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GREGORY A STEVENS
PRINCIPAL, CCO owns more than 10% but less than 25%
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JAMES MICHAEL GASPARELLO
PRINCIPAL & SENIOR FINANCIAL COUNSELOR owns more than 10% but less than 25%
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ROBERT TOMLINSON LUTTS
PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER owns more than 50% but less than 75%
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SONIA LYNN ERNST
PRINCIPAL & MANAGER OF OPERATIONS AND TRADING owns more than 10% but less than 25%