Welch & Forbes LLC

Welch & Forbes is a comprehensive private wealth management firm with a legacy spanning over 180 years, dedicated to assisting clients in navigating the various aspects of wealth accumulation. Our clientele includes individuals at all wealth stages, such as startup founders, corporate executives, and multi-generational families who have partnered with us for over a century. Each relationship is built on trust, rapport, and our collaborative approach across various disciplines to create the best strategies for both our current clients and future generations. We focus on helping you meet your financial objectives through adaptable, tailored solutions. By actively listening to your unique situation, we respond to your specific challenges with a team-oriented mindset and a commitment to fiduciary responsibility. Our extensive experience includes: - Investment management - Personal trustee services - Comprehensive tax and estate settlement assistance - Philanthropic strategy and guidance - Personal financial planning Each investment portfolio is customized to align with your long-term objectives, informed by in-house research and a wealth of expertise. We work together to pool our knowledge for your advantage, exploring diverse solutions to find the perfect fit for your circumstances. We're also prepared to collaborate with any existing advisors you may have. Operating in the spirit of a family office, we address a broad spectrum of issues as your trustworthy family advisor. We offer additional services to enhance portfolio management at no extra charge, such as trust administration, income distributions, and bill payment. Our highly personalized approach guarantees that you'll always have access to someone you trust and know.