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 Ritchie2025-07-15T19:20:47+00:00

BY THE NUMBERS

1838

Founding Year

$9.5 Billion

ASSETS UNDER MANAGEMENT

As of 6/30/25

58

Total Staff

As of 6/30/25

25+ Years

Average Experience of Investment Professionals

As of 6/30/25

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

LATEST INSIGHTS FROM WELCH & FORBES

July 14, 2025 | Investment Review

Investment Review - July 2025

July 14, 2025 | Economic Outlook

Economic Outlook - July 2025

June 5, 2025 | Investment Review

Investment Review - June 2025

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