Brett Schneider

Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions.

Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services.

Take Command Insurance Agency LLC engages in providing health insurance services. The company was founded by Jack Hooper and Matthew H. Mcphail in 2014 and is headquartered in Dallas, TX.

Sentinel Benefits Group, Inc. provides employee benefit outsourcing solutions. Its offerings includes employee benefits and retirement plan administration, open architecture retirement plan recordkeeping, investment advisory services, defined benefit and cash balance plan services, actuarial consulting, employee stock ownership plans, and group benefits brokerage. The company was founded by Jim Carnevale, Anthony Carnevale, and John Carnevale in 1987 and is headquartered in Wakefield, MA.