As one of the area's most distinguished private wealth management firms, and with $5.4 billion in assets*, Welch & Forbes is small enough to offer customized investment portfolios – yet large enough to provide for a broad array of sophisticated needs and requirements, including investment portfolio management, personal trust and fiduciary services, estate planning and administration, and tax and custodial services.
*as of June 30, 2020
"We think we're very good at what we do: investing in financial assets that we believe earn good returns. Our goal is to preserve and enhance wealth for generations to come."
"We pride ourselves on having such a full scope of trust, fiduciary and investment management services together in one place. It's one of the leading reasons why our clients continue to do business with us – generation after generation."
Former Chief Investment Officer
"There is no substitute for diligent groundwork in the complex task of investing. Our depth of experience enables us to come to our own market conclusions. It shows in the results."
Welch & Forbes LLC is recognized in Boston Business Journal's 2016 Top Independent Investment Advisers.
Welch & Forbes LLC is recognized in Financial Times' 2015 Top Financial Advisers.
Welch & Forbes LLC is recognized in Financial Advisor's 2016 Annual RIA Ranking.
Welch & Forbes LLC is recognized in Investment News' Top RIAs for 2017.