Our Perspectives

For more than 175 years, Welch & Forbes has been managing the financial interests of generations of families with a commitment to integrity, stability, and accessibility. These are our perspectives.

Our Wealth Planning Suite

Get started organizing, understanding, and controlling your wealth with a complimentary Initial Consultation and Portfolio X-Ray©, followed by an Estate Plan Review and Financial Plan when you become a client.

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Our Services

Welch & Forbes provides individuals and families around the world with deep and long lasting relationships and highly customized wealth management services.

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Meet Our Team

As a group, we're rich in talent, deep in knowledge, and experienced in navigating the complex world of financial markets. We're here to help you.

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If you have $2 million or more to invest and would like to learn more about our services, please call, email, or fill out a Confidential Contact Form online to start a conversation with us.

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Private Wealth Management Since 1838
Our roots grow deep here, just like our relationships.

As one of the area's most distinguished private wealth management firms, and with $5.6 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 December 31, 2019

A tradition of excellence.
"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."
Jay Emmons
Former President
Overseeing family assets for more than seven generations.
"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."
Charlie Haydock
Former Chief Investment Officer
An established record of delivering investment results.
"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."
Charlie Curtis
Portfolio Manager