Cabot Wealth Management

Cabot Wealth Management (CRD# 107327) is a financial advisory firm headquartered in Salem, MA. They manage $650,580,103 in 1,697 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    651
    MILLION
  • Total Number of Accounts
    1,697
    ACCOUNTS
  • Average Account Value
    $383,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, GA, IL, IN, LA, MA, ME, MI, MN, NC, NE, NH, NY, OH, PA, TX, VA, WI

Financial Advisors at Cabot Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Gregory A. Stevens
CRD#: 2814038
216 Essex Street, Salem, MA 01970
96
Wealthminder
score

Gregory Stevens (CRD# 2814038) is an Investment Advisor Representative working at Cabot Wealth Management in Salem, MA and has over 21 years of experience in the finance industry. Gregory Stevens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James M. Gasparello
CRD#: 1470145
216 Essex Street, Salem, MA 01970
93
Wealthminder
score

James Gasparello (CRD# 1470145) is an Investment Advisor Representative working at Cabot Wealth Management in Salem, MA and has over 21 years of experience in the finance industry.

3
Matthew W. Heath
CRD#: 5473501
216 Essex Street, Salem, MA 01970
93
Wealthminder
score

Matthew Heath (CRD# 5473501) is an Investment Advisor Representative working at Cabot Wealth Management in Salem, MA and has over 10 years of experience in the finance industry.

4
Craig E. Goryl
CRD#: 6226521
216 Essex Street, Salem, MA 01970
90
Wealthminder
score

Craig Goryl (CRD# 6226521) is an Investment Advisor Representative working at Cabot Wealth Management in Salem, MA and has 1 year of experience in the finance industry.

5
Thomas C. Vautin
CRD#: 5155570
216 Essex Street, Salem, MA 01970
90
Wealthminder
score

Thomas Vautin (CRD# 5155570) is an Investment Advisor Representative working at Cabot Wealth Management in Salem, MA and has 1 year of experience in the finance industry. Thomas Vautin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Robert T. Lutts
CRD#: 2349829
216 Essex Street, Salem, MA 01970
73
Wealthminder
score

Robert Lutts (CRD# 2349829) is an Investment Advisor Representative working at Cabot Wealth Management in Salem, MA and has over 25 years of experience in the finance industry.

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