The Welch & Forbes Tradition – 175 Years Strong
Few wealth management firms have such a long tradition of providing financial advice to families and individuals.
In the early days, our founders, Edward Sohier and Charles Welch, served the legal needs of Boston’s industrialists and over time extended their law practice to managing trusts and settling estates – fiduciary services tailored to those whose contributions continue to give the area its unique character.
Today, our sophisticated investment portfolio management, personal trust and fiduciary services, estate planning and administration, and tax and custodial services are designed for a new generation of successful and entrepreneurial clients, as well as those who have inherited their wealth – in Boston and across the U.S.
Although times change, our philosophy has not. We hold fast to a standard of service that is as relevant now as it was when we first opened our doors: we are committed to and focused on your financial well-being.
Customized Portfolios…Personal One-on-One Service
For more than 175 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 over 20 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, avoiding conflicts that can imperil a client’s trust.
If you’d like a relationship that’s based on trust, stability and a commitment to your financial well-being, consider Welch & Forbes. We invite you to learn how Welch & Forbes can help you by completing our confidential contact form or by calling Ed Sullivan, Vice President, at 617-557-9800.