Educational Savings Strategies for 2021

Please join Cabot Wealth Advisors Tyler Swaim and Alex Castrichini as they discuss educational savings strategies. Register at:  https://www.ecabot.com/events/educational-savings-strategies-for-2021

Tyler is responsible for providing financial planning and relationship management for Cabot clients. As a Wealth Advisor with expertise in customer service and business development, his focus is on client retention, relationship management, with an additional expertise in account reconciliation, database management and presentational design. Tyler is a graduate of Saint Joseph’s University in Philadelphia, with a Bachelor of Arts in history and communications. He currently holds a Certificate in Financial Planning from Boston University’s Center for Professional Education and is pursuing his CERTIFIED FINANCIAL PLANNER™. As a supporter of philanthropic organizations, he is an active member of the Boys and Girls Club of Boston Friends Council.

Alex is responsible for providing financial planning and investment advisory services to clients of Cabot Wealth Management. As a Wealth Advisor with expertise in customer service and business development, his focus is on client satisfaction, relationship management, and helping Cabot’s clients achieve their financial goals. Alex graduated from Providence College with a B.A. in Political Science and a minor in Finance.