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Cabot Wealth Management, Inc.

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Cabot Wealth Management, Inc.

Mission statement:

Our mission is to take the stress and complexity out of your finances so you can enjoy life. We help individuals, families and business owners identify their financial needs and offer solutions that will work toward improving their lives. We believe financial success is achieved when your wealth empowers you to reach your goals.

Overview:

Welcome to Cabot Wealth Management. Since 1983, our private wealth management firm operates on the same principles on which it was founded:

   We work for you.
   We educate you about solutions and we don’t sell products.
   We are fee-only financial advisors with your best interests in mind.

These may seem like simple principles, but they guide our every move. If the recent market volatility suggests anything, it is that you need succinct financial advice from trusted advisors.

Wealth Management Designed for You
If you simply do not have the time or the extensive know-how to navigate the financial markets, we can help. Whether you’re managing new wealth or continuing to maintain wealth, it’s a serious responsibility. Increasingly complex legal, insurance, estate and family dynamics demand that you always understand both the short- and long-term wealth management strategies being employed to grow and protect your financial assets. We can help you with your technical needs but more importantly, provide the one thing so often missing today – a personal experience.

Vision:

Our vision is to remain a preferred and trusted advisor for our clients because of our professional knowledge, unquestioned integrity, and personalized service. We will continue to provide an atmosphere that encourages one common goal: your financial well-being.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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