Our commitment to the arts spans generations. We are a proud supporter of WGBH and their value to New England. We align ourselves with institutions having deep roots in the area, just as you do, and whose patrons are benefactors of these important institutes.
Below is our 15 second commercial on WGBH TV:
[NARRATOR] Welch and Forbes… Investment Management and a Fiduciary in the heart of Boston… Serving the personal trust needs of generations of families since 1838… To learn how they can serve you and your family you can call or visit them online.
Our spot may be found on:
Channel 2:
Greater Boston, Thursday, 7:00pm-7:30pm
Primetime, Sunday, 8:00pm-11:00pm
British Dramas, Saturday, 8:00pm-11:00pm
Channel 44:
News and Primetime, Monday – Friday, 7:00pm-11:00pm
If you have seen us on WGBH programming 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:
