Business Details
Your Trusted Partner for Comprehensive Wealth Management Solutions
Moors & Cabot has been dedicated to wealth management since 1890, combining veteran financial professionals with innovative technology to deliver personalized strategies. Our approach centers on building long-term relationships, offering full-service wealth management including financial planning, investment solutions, and insurance services. With over 135 years of experience, we prioritize client needs through a culture of trust, transparency, and tailored advice.Our team of seasoned professionals focuses on understanding individual goals to create integrated financial plans that evolve with market conditions and life events. As a member of NYSE, SIPC, and FINRA, we adhere to rigorous standards of excellence and client protection.
Services
Financial Planning
Investment Management
Insurance Solutions
Trust Planning
Business Ownership Services
Single Stock Risk Management
Life Events Planning
Banking Services
Managed Accounts
Trading Desk Services
Highlights and features
- We offer 135 years of proven expertise in wealth management.
- Our team consists of certified financial professionals with no proprietary products.
- We provide personalized strategies tailored to individual financial goals.
- Our integrated approach combines technology with human expertise.
- We maintain a client-first culture with transparent fee structures.
Associations and certifications
- NYSE
- SIPC
- FINRA
Services
Financial Planning
Our financial planning service creates personalized strategies to achieve long-term goals. We analyze your current financial situation, risk tolerance, and life objectives to develop comprehensive plans covering retirement, education funding, and estate management. With ongoing monitoring and adjustments, we ensure your plan evolves with market changes and personal milestones.
Investment Management
We offer customized investment portfolios tailored to your risk profile and financial objectives. Our managed accounts provide diversified strategies using stocks, bonds, mutual funds, and alternative investments. Seasoned professionals actively monitor and rebalance portfolios to optimize returns while maintaining alignment with your long-term goals and market conditions.
Insurance Solutions
Our insurance services help protect your assets through life insurance, annuities, and disability coverage. We partner with top-rated carriers to provide tailored solutions that safeguard your financial plan. Our specialists review existing policies and recommend enhancements to ensure comprehensive protection against unforeseen events.
Trust Planning
We collaborate with Cumberland Trust to offer customized estate planning solutions. Our services include creating trusts, managing asset distribution, and minimizing tax liabilities. By integrating trust planning with overall financial strategies, we help preserve wealth for future generations while aligning with your personal and legal objectives.
Business Ownership Services
Our business ownership services assist entrepreneurs with valuations, succession planning, and sale strategies. Partnering with Griffin Financial Group, we provide expert guidance on mergers, acquisitions, and exit planning. We help business owners navigate complex financial decisions to maximize value and ensure smooth transitions.
People
Al Aloise
Vice President, Institutional Trading
Al Aloise has over 30 years of experience in equity trading and client service. He specializes in institutional trade execution and market analysis, ensuring best execution practices while delivering timely market insights to clients.
Brad Currie
Managing Director, Fixed Income Investments
Brad Currie brings extensive expertise in municipal bond markets and fixed income strategies. With decades of experience in credit analysis and portfolio management, he helps clients navigate complex fixed income opportunities and market conditions.
Questions
What services does Moors & Cabot offer?
We provide financial planning, investment management, insurance solutions, trust planning, business ownership services, and specialized trading desk support.
Are online services available 24/7?
Yes, our online access and mobile app provide 24/7 account monitoring and portfolio management capabilities.
Do you work with institutional clients?
Yes, our Trading Desk Services team specializes in institutional trading across equities, fixed income, and municipal bonds.
What is the M&C Sketch service?
M&C Sketch offers a high-level financial review to assess your current situation and identify key considerations for future planning.
How are fees structured for managed accounts?
Managed accounts use transparent fee structures based on portfolio value, not transaction commissions, ensuring predictable costs.
