Cabot Wealth Management

Kelly Birchmore is a financial advisor at Cabot Wealth Management with a Series 65 credential and four years of industry experience. Prior to joining Cabot Wealth Management in 2022, Birchmore worked at Align Credit Union and Stop and Shop. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm builds customized portfolios using a combination of individual equities, bonds, mutual funds, and ETFs, and offers additional services including estate-plan reviews, financial planning, and tax support.

Thomas Vautin is a CFP® and ChFC® with 19 years of experience in the financial industry. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm builds customized portfolios using a mix of individual equities, bonds, mutual funds, and ETFs, and offers in-house tax preparation services to select clients.

Craig Goryl is a CFA® charterholder with 12 years of industry experience. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm builds tailored portfolios using a combination of individual equities, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis.

Tyler Swaim is a financial advisor at Cabot Wealth Management with seven years of industry experience. He holds a Series 65 credential and has worked at Cabot Wealth Management since 2018, following three years at Congress Wealth Management. Cabot Wealth Management serves high-net-worth individuals, endowments, non-profits, and business clients with portfolio management and wealth management services. The firm creates customized portfolios using a mix of equities, bonds, mutual funds, and ETFs, applying both fundamental and technical analysis, and also offers in-house tax preparation services to select clients.

James Gasparello is a financial advisor at Cabot Wealth Management with 28 years of industry experience. He holds a Series 65 designation and has been with Cabot Money Management, Inc. since 1996. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, as well as endowments, non-profits, and business clients. The firm offers tailored portfolios combining individual equities, bonds, mutual funds, and ETFs, and provides additional services including estate-plan reviews, financial planning, and tax support.

Nathan Stevens is a financial advisor at Cabot Wealth Management in Beverly, MA, holding a Series 65 designation. He has been with Cabot Wealth Management since 2025 and has a background as a student from 2015 to 2025. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes portfolios based on client objectives, risk tolerance, and time horizon, using a mix of equities, bonds, mutual funds, and ETFs, and offers additional services including estate-plan reviews, financial planning, and in-house tax preparation for select clients.

Robert Lutts is a financial advisor at Cabot Wealth Management with 31 years of industry experience. He has been with Cabot Money Management, Inc. since 1983. Outside of advising, he teaches an investment management course at Salem State College School of Business. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm creates customized portfolios using a mix of equities, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis while offering ongoing portfolio monitoring and selective in-house tax preparation services.

Gregory Stevens Jr. is a CFP® with 21 years of industry experience, currently serving at Cabot Wealth Management in Salem, MA. He has been with Cabot Money Management, Inc. since 2004. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm offers tailored portfolios using individual equities, bonds, mutual funds, and ETFs, with ongoing monitoring and adjustments as needed, and also provides estate planning, financial planning, and limited in-house tax preparation services.

Alexander Castrichini is a financial advisor at Cabot Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, BlackRock Investments, and Fidelity Investments. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm tailors portfolios to client objectives using a mix of equities, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis, and offers in-house tax preparation services to select clients.