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

$8.6 Billion

ASSETS UNDER MANAGEMENT

As of 3/29/24

20+ Years

Average Client Relationship

As of 12/29/23

25+ Years

Average Experience of Investment Professionals

As of 12/29/23

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

November 7, 2024 | Investment Review

Investment Review - November 2024

November 7, 2024 | Economic Outlook

Economic Outlook - November 2024

October 16, 2024 | Investment Review

Investment Review - October 2024

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