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Welch & Forbes: Stable. Trustworthy. Accessible.

These aren’t new buzzwords for current economic times. These are the steadfast values of Welch & Forbes LLC.

As one of the area’s most distinguished private wealth management firms, and with $4.0 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.

Whether you’ve inherited wealth, or you’re a successful business owner who wants to ensure the preservation of wealth for future generations, you can turn to Welch & Forbes.

We know wealth. And we know you.

* as of September 30, 2014


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A Tradition of Expertise.

"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 President