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?
The Wealth Planning Suite
Get 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.
Includes our √Initial Consultation √Portfolio X-Ray© √Estate Plan Review √Financial Plan
Estate Plan Review
*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.