Our Timeline

Our vision for the future rests on the wealth of experience we have gathered over centuries of helping our clients. See where our history has led so far. Imagine what we might achieve together in the decades to come.

  • Hub of the Universe to a Hub of Wealth

    Back in 1838, Charles Welch and Edward Sohier founded Welch & Forbes on their vision for a trusted firm that would endure – and our services and team approach have grown beyond what they might have imagined.

  • A team approach that opens doors

    We’ve sought solutions together throughout our history. It was true decades ago, when standards and regulations were more limited – and it’s true today, over 180 years since the days of our original founders. Much has changed about the people around our table, but our commitment to clients and to each other has not.

  • Setting the pace for independence

    1974 was the year that W&F became a Registered Investment Advisor, bringing an independent perspective to the financial interests of our clients. Since then, the tools have come a long way. Technology amplifies our team's expertise, allowing us to source relevant data and insight for our investment approach.

  • Great minds think ahead

    In 1936, E. Sohier Welch, grandson of Charles Welch, made his mark on the industry by publishing "The Professional Trustee." We now take that legacy of thought leadership to the next level, using our expertise to stay ahead of trends.

  • Client-centric culture for generations

    When Charles Alfred Welch passed away in 1908, the firm continued on as a fiduciary, offering financial planning and investment management, with highly personalized service. That path has led to growth and stability.