Welch and Forbes offers the following investment and wealth management services:

Investment Portfolio Management
Our Approach to Investment Portfolio Management: Putting Your Interests First

Personal Trust and Fiduciary Services
Freedom and Peace of Mind

Estate Planning and Administration
Multi-Generational Wealth Preservation

Tax and Custodial Services
Sophisticated Counsel, Personalized Service


Does your investment portfolio match your objectives?

Do you understand your holdings?

Is your estate plan current?

Have you created a financial plan?

Introducing our Wealth Planning Suite

wealth planning suiteGet 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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Includes our Initial Consultation Portfolio X-Ray© Estate Plan Review Financial Plan



*There is no fee for the Initial Consultation or Portfolio X-Ray© for prospective clients. Portfolio X-Ray© is a Morningstar product that Welch & Forbes maintains a license for its use. The Estate Plan Review and Financial Plan are provided only to clients.