August 23, 2017 12:43 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 and Chief Investment Officer
Principal and Manager of Operations and Trading
Chief Compliance Officer, Principal, and Senior Wealth Advisor
Principal and Director of Wealth Management
Director of Marketing and Business Development
Compensation as of Fiscal Year 2017.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
The Advertising Council, Inc. United States
Bertelsmann AG Europe
Rush University United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Cabot Wealth Management, Inc., please visit Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at