Cabot Wealth Network

Heritage Partners is one of the leading private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Since 1987, the Partners have assembled a diversified portfolio of nearly 50 investments with revenues in the billions of dollars. Heritage Partners portfolio is divided into three funds, the Heritage Fund I, Heritage Fund II and Heritage Fund III. The firm's fundamental objective is to invest preferred and common stock, on a minority or majority basis, in mature, successful companies with revenues of $50 to $500 million. Industries of particular interest include healthcare, consumer products, food and beverage, distribution, light manufacturing and media. Heritage Partners is headquartered in Boston.

Waldorf Capital Management, operating under WhaleRock Point Partners LLC, is dedicated to providing tailored financial solutions to private clients and businesses. Located in Providence, RI, the firm specializes in comprehensive retirement solutions and investment insights to meet the unique needs of its clients. With a team of experienced professionals, Waldorf Capital Management prioritizes personalized service and strategic planning to help clients navigate their financial journeys. The firm’s commitment to excellence is evident in its approach to both private and business financial management. Generated from the website

Welcome to Cabot Wealth Management. We have been preserving and building wealth since 1983. Our private wealth management firm operates on three core principles: We work for you. We educate you about solutions, not products. We are fiduciaries, keeping only your best interests in mind. They may seem simple, but these principles guide our every move. If market volatility suggests anything, it is that you need a trusted advisor who sits on the same side of the table as you.