The Welch & Forbes Tradition – 170 Years Strong

Few wealth management firms have such a long tradition of providing financial advice to families and individuals.

In the early days, our founders, Edward Sohier and Charles Welch, served the legal needs of Boston’s industrialists and over time extended their law practice to managing trusts and settling estates – fiduciary services tailored to those whose contributions continue to give the area its unique character.

Today, our sophisticated investment portfolio management, personal trust and fiduciary services, estate planning and administration, and tax and custodial services are designed for a new generation of successful and entrepreneurial clients, as well as those who have inherited their wealth – in Boston and across the U.S.

Although times change, our philosophy has not. We hold fast to a standard of service that is as relevant now as it was when we first opened our doors: we are committed to and focused on your financial well-being.

We invite you to learn how Welch & Forbes can help you by completing our confidential contact form or by calling Jay Emmons, Executive Vice President, at 617-523-1635.