Cabot Wealth Management Email Format
Financial ServicesMassachusetts, United States11-50 Employees
Cabot Wealth Management is an independent financial services firm headquartered at 216 Essex Street, Salem, Massachusetts 01970, United States, offering professional wealth management to individuals, families, businesses, foundations, and charities. Founded in 1983, the firm blends privately owned business traditions with forward-looking analysis of global and economic developments. The company emphasizes tailored wealth management strategies that address clients' varying life-stage challenges. The organization employs 11 to 50 people. Greg Stevens, CFP, was named president effective January 1, 2024. Reported annual revenue is in the range of $10 million to $25 million.