Customized Portfolios...Personal One-on-One Service

For more than 170 years, Welch & Forbes has been managing the financial interests of generations of families with a commitment to integrity, stability and accessibility.

From the moment you walk through our doors, you will know why the bond we have with each of our clients is so strong. Relationships last 22 years on average. Following an initial meeting, your portfolio manager will develop a customized portfolio – one that’s based on your goals, not on pre-determined models or pooled assets.

Welch & Forbes is not affiliated with a bank or brokerage firm; therefore we remain free to put your needs first – without the conflicts inherent in larger investment advisory firms.

If you’d like a relationship that’s based on trust, stability and a commitment to your financial well-being, consider Welch & Forbes.