WELCOME TO WELCH & FORBES

Welch & Forbes’ mission is a commitment to integrity and a dedication to serving clients.  Across generations of families, our firm has built a legacy of personalized and sophisticated wealth management services, spanning investment management, tax planning and estate settlement.

We take a client-centric approach to managing sizeable portfolios, with an emphasis on tax efficiency, continuity, and multiple investment horizons.  Our team of experienced portfolio managers has a proven track record of meeting clients’ objectives through wealth preservation and strategic growth of assets.