Cabot Wealth Management, based in Beverly, Massachusetts, is ranked No. 80 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1 billion
Accounts Under Management: 1,748
Years in Business: 41
- $500,000 minimum asset threshold for wealth management services
- $1.5 million minimum asset threshold for tax preparation services
Leadership and Contact Information:
Robert Lutts, managing partner and founder
Greg Stevens, managing partner and president
Jim Gasparello, managing partner and director of wealth management
ecabot.com
48 Dunham Ridge Road, Suite 2000, Beverly, MA 01915
(978) 745-9233
