Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
Issue link: https://read.uberflip.com/i/380056
It's not what they offer but what you need that should drive your decision. One of the most common questions we hear is, "How do I select a wealth manager?" Well, it depends. The reason why it depends, however, is because it depends on you. What do you need? What types of services will most benefit you? Do you need someone to just look at your investments and work with your other advisors, or do you need someone to handle every aspect of your fi ancial affair ? All of these are valid questions, the answers to which will provide great insight into what type of advisor you need. Aren't All Advisors the Same? Advisors come in different shapes and sizes, ranging from large fir s and brokerage houses to smaller boutique fir s, like Cabot, and small independent advisors. In general, choosing one over the other shouldn't matter so long as your needs are being met and the service is tailored for you. Visit www.eCabot.com to fi d out which questions could be helpful in interviewing a potential advisor. Selecting a Wealth Manager 216 Essex Street, Salem, MA 01970 (978) 745-9233 (800) 888 – MGMT (Toll Free) info@eCabot.com www.eCabot.com Cabot Wealth Management is an SEC registered Investment Advisor. Any specific reference to investments in this piece is for informa onal purposes only and should not be taken as advice. All investments can lose money and past performance is not a guarantee of future results.