Greg Stevens Email & Phone Number

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 our clients best interests first. I do my best to break down into simple terms the complex details involved with financial planning so my clients can understand how each aspect impacts their life. Our firm currently manages over $800 million for high net worth individuals, non profits and retirement plan clients. Our team specializes tax planning, wealth preservation strategies and portfolio asset allocation. We also help clients with any and all aspects of financial planning (ie life and long term care insurance, business sales, mortgage financing). Outside the office, I am proud to have been appointed as a Trustee of the Feoffees of the Grammar School in the Town of Ipswich Trust. The assets in the Trust benefit educational programs for the school children of Ipswich Ma. The Trust was created in 1660 and is one of the oldest Trusts in the United States. I'm also involved in youth sports programs in Ipswich as both coach and board member as well as a member of the Ipswich School Committee.

Listed skills include Asset Allocation, Investments, Retirement Planning, Portfolio Management, and 16 others.

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  Unh Peter T. Paul College Of Business And Economics