Business Details
Your Trusted Wealth Management Partner
Founded in 1890, we have built our reputation on relationship-driven wealth management, combining time-tested strategies with innovative approaches. Our team of seasoned financial professionals delivers personalized solutions tailored to clients' unique goals, leveraging robust capabilities in investment management, insurance, and comprehensive financial planning. With a legacy of 130 years, we remain committed to acting as trusted partners, prioritizing client needs without proprietary products or sales quotas.Our integrated approach spans single stock risk management, trading services, and life event planning, supported by advanced technology and a culture of transparency. Headquartered in Boston, we serve clients nationwide through a network of branch offices, maintaining the personalized touch of our founding principles while embracing modern financial tools.
Services
Financial Planning
Investments
Single Stock Risk Management
Trading Services
Insurance & Annuities
Life Events Planning
Banking Services
Business Ownership
Trust Planning
Managed Accounts
Highlights and features
- We offer 130 years of proven expertise in personalized wealth management.
- Our team consists of seasoned professionals with no sales quotas or proprietary products.
- We provide integrated solutions spanning investment management, insurance, and life event planning.
- Our trading desk combines 25+ years of average team experience with advanced execution technology.
- We maintain zero proprietary products, ensuring unbiased financial recommendations.
What people say
Personalized financial plans
Knowledgeable professionals
Long-term reliability
Transparent approach
Adaptive strategies
Services
Financial Planning
Our financial planning process creates customized roadmaps for long-term success. Advisors analyze clients' current assets, future goals, and risk tolerance to develop comprehensive strategies. This includes retirement planning, education savings, and tax-efficient investment approaches tailored to individual circumstances.
Investments
We offer diversified investment solutions spanning equities, fixed income, and alternative assets. Our professionals construct portfolios aligned with client objectives using both traditional and innovative financial instruments while maintaining rigorous risk management standards.
Single Stock Risk Management
Specialists address concentrated stock positions through hedging strategies and tax-efficient liquidity solutions. This service helps clients reduce portfolio risk while managing potential tax implications from restricted or inherited stock holdings.
Trading Services
Our dedicated trading desk provides access to multiple execution platforms and market channels. With 25+ years average team experience, we offer sophisticated trade management for equities, fixed income, and complex securities across retail and institutional clients.
Insurance & Annuities
We offer comprehensive insurance solutions including life, disability, and long-term care coverage. Our annuity specialists partner with top-rated carriers to provide income planning tools that complement overall wealth management strategies.
People
Alyson Farrell
Controller
Manages financial operations with extensive experience in accounting and corporate finance, ensuring fiscal integrity across all business functions.
Jamie Frazier
Chief Growth Officer
Drives strategic expansion initiatives, leveraging deep industry relationships to enhance client acquisition and market presence.
Mike Hildreth
Chief Executive Officer
Provides executive leadership with a focus on maintaining the firm's legacy while advancing innovative wealth management solutions.
Mark Garrett
Executive Chairman
Offers strategic guidance with decades of financial services experience, ensuring alignment with the firm's founding principles.
Stan Czyzyk
EVP, Strategic Initiatives
Oversees key strategic projects, combining industry expertise with forward-thinking approaches to enhance client service delivery.
Questions
What services does Moors & Cabot offer?
We provide financial planning, investment management, insurance solutions, single stock risk management, trading services, and trust planning tailored to individual client needs.
How is Moors & Cabot different from other firms?
Our relationship-driven approach combines 130 years of experience with modern technology, offering unbiased advice without proprietary products or sales quotas.
Do you work with out-of-state clients?
While headquartered in Boston, we serve clients nationwide through our branch network and virtual advisory capabilities.
How do you handle investment planning?
We create personalized plans using a consultative process, combining client goals with market analysis and diversified investment options.
What is your fee structure?
Managed accounts use asset-based fees rather than transaction commissions, providing transparent pricing aligned with client interests.
