I have been creating financial plans and managing investment portfolios for my clients for over 20 years. My clients include retired couples looking for steady income and wealth preservation strategies, individuals looking for a well thought out financial plan to meet their current needs and future goals or endowments looking for a sound asset allocation strategy. Our team here at Cabot works with our clients to develop and implement a plan designed to deal with their investment, tax and wealth planning needs. We also get to know the family members that will some day become involved with their family's wealth. As a Fee-Only advisor, our team acts as fiduciaries which means we always put o