March 04, 2015 12:32 AM ET

Capital Markets

Company Overview of Cabot Wealth Management, Inc.

Company Overview

Cabot Wealth Management, Inc. is an employee owned investment manager. The firm also provides financial planning services, trust and endowment management services, and wealth management services, including estate plan reviews, tax planning, and tax preparation and to its clients. It primarily provides its services to high net worth individuals. The firm also caters to individuals, corporate pension and profit sharing plans, charitable and non-profit organizations, corporations and other business entities, foundations, endowments, municipalities, private investment funds, trust programs, and other U.S. institutions. It manages separate client-focused equity and fixed income portfolios. The fi...

216 Essex Street

Salem, MA 01970

United States

Founded in 1983





Key Executives for Cabot Wealth Management, Inc.

President, Chief Investment Officer, and Head of Investment Policy Committee
Principal and Manager of Operations and Trading
Chief Compliance Officer, Principal, and Senior Financial Counselor
Principal, Senior Financial Counselor, and Member of the Investment Policy Committee
Compensation as of Fiscal Year 2014.

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