Our commitment to public media spans throughout New England. We are a proud supporter of Maine Public and recognize their value to all of Maine. We align ourselves with institutions having deep roots in the area, just as you do, and whose patrons are benefactors of these important resources.
Below is a sample of our audio spot on Maine Public’s local radio:
[NARRATOR] Morning Edition is made possible by your support along with Welch and Forbes… Customized investment portfolios, private trustees, family office services, since 1838… welchforbes.com…
Our spot may be found on:
Weekdays:
Marketplace Morning Report, 6:50am and 7:50am
Saturdays:
Weekend Edition or Wait, Wait… Don’t Tell Me!, 8:00am to 12:00pm
All Days:
Mixed Additional Spots on All Programs, 4:00am to Midnight
Disclosure: This advertisement spot was paid for by Welch & Forbes and should not be considered as an endorsement by Maine Public’s local radio.
If you have heard us on Maine Public’s local radio recently, let us know. Call Ed Sullivan, Vice President, at 617-557-9800, email him at esullivan@welchforbes.com, or leave a message by completing the contact form on this page.
A person-to-person discussion with a Portfolio Manager to explore your goals and investment objectives with a primary focus on your:
Risk tolerance
Income needs
Time horizon
Estate plans
We will share insights gained from our 178 years of wealth management experience and provide you a look inside how we address managing the complexity inherent in clients’ wealth.
A confidential review of your estate plan documents by a practicing Trust & Estate lawyer in light of current law and your personal situation. Review includes:
A summary memo of the findings
Recommendations for revisions/updates*
A discussion with the reviewing counsel
Follow up may include a discussion regarding:
Wealth transfer and trust and estate settlement services
Philanthropic planning
Process of implementing an estate plan
Documents needed: Completed Confidential Data Questionnaire, current estate plan documents, and current tax returns.
*There is no obligation to use reviewing counsel for any updates or revisions.
Financial Plan
Creation of a Personal Financial Plan to provide you with an enhanced understanding of the interrelation of the various parts of your wealth leading to projections in areas reviewed with a Portfolio Manager and other W&F professionals as needed, including:
