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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HomepageCraig Ritchie2025-10-14T17:25:56+00:00

BY THE NUMBERS

1838

Founding Year

$9.9 Billion

ASSETS UNDER MANAGEMENT

As of 9/30/25

58

Total Staff

As of 9/30/25

25+ Years

Average Experience of Investment Professionals

As of 9/30/25

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

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