Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
Issue link: http://read.uberflip.com/i/1313443
December 2020 FINANCIAL ADVISORS s p e c i a l a d v e r t i s i n g s e c t i o n " B U I L D I N G A N D P R E S E R V I N G W E A LT H S I N C E 1 9 8 3 CABOT WEALTH MANAGEMENT t Cabot Wealth Management, we have been building and preserving wealth since 1983. Our private wealth management firm operates on three core principles: 1.) We work for you. 2.) We educate you about solutions, not products. 3.) We are fiduciaries, keeping only your best interests in mind. They may seem simple, but these principles guide our every move. If market volatility suggests anything, it is that you need a trusted advisor who sits on the same side of the table as you. If you simply do not have the time or discipline to navigate the financial markets, we can help. From a lifetime of building assets to receiving an inheritance, managing wealth is a serious responsibility. Increasingly complex legal, insurance, estate, and family dynamics demand that you employ short- and long-term strategies to grow and protect your financial assets. At Cabot, we help you to develop a sound, financial plan designed to help you meet your goals. Our in-house team of advisors and portfolio managers work together to implement a globally diversified investment strategy. This mix of investments is tailored to meet the needs and risk tolerance of each and every client. Our advisors establish long- term relationships with you and your family to ensure that your plan is designed to adapt to changes in your life. Planning goes beyond simply recommending an asset allocation strategy. Our highly personalized approach puts our entire team at your service and easily within reach. Communication is available as often as you like and through any channel that's convenient for you. As a fee-only investment advisor, we have no incentive to sell any proprietary investment products. You can be confident that we always champion your cause and provide independent, unbiased advice to serve your best interests. 216 Essex Street Salem, MA 978-745-9233 info@ecabot.com ecabot.com CABOT WEALTH MANAGEMENT, INC. A Your interests and goals always come first. Our highly personalized approach puts our entire team at your service and easily within reach. Communication is available as often as you like and through any channel that's convenient for you. As a fee-only investment advisor, we have no incentive to sell any proprietary investment products. You can be confident that we always champion your cause and provide independent, unbiased advice to serve your best interests. Our office is located in the only surviving commercial building of its type and period in Salem. The brick-and-mortar storefront, its longstanding presence symbolic of strength in the community, is located on the cobblestone-paved Essex St. in historic downtown Salem, a seaport city rich with tradition and culture. Your interests and goals always come first. Clockwise from top: Rob Lutts, president and CIO with principals: Greg Stevens, senior wealth advisor; Sonia Ernst, manager of trading and operations; Jim Gasparello, director of wealth management.