Wealth Management in Boston | Trusted Advisors | Welch & Forbes

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Trusted advisor for individuals, families, not-for-profits, and endowments for more than seven generations.

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BY THE NUMBERS

1838

Founding Year

$9.2 Billion

ASSETS UNDER MANAGEMENT

As of 12/31/24

56

Total Staff

As of 12/31/24

25+ Years

Average Experience of Investment Professionals

As of 12/31/24

Welch & Forbes operates in the tradition of a family office offering trust, tax, estate, fiduciary and customized investment management services.

Customized Investment
Management

Trust & Fiduciary Services

Tax Services

Estate Planning

Estate Settlement

Financial Planning

Philanthropy

Client Service

LATEST INSIGHTS FROM WELCH & FORBES

January 13, 2025 | Investment Review

Investment Review - January 2025

January 13, 2025 | Economic Outlook

Economic Outlook - January 2025

December 5, 2024 | Investment Review

Investment Review - December 2024

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