Welch & Forbes is proud to be WGBH’s Spotlight Sponsor
In part of WGBH’s InFocus newsletter for local corporate sponsors, Welch & Forbes is delighted to be named this month’s Spotlight Sponsor.
To learn more about WGBH, go to WGBH.org.
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 quick message by completing the contact form on this page.
Does your investment portfolio match your objectives?
Do you understand your holdings?
Is your estate plan current?
Have you created a financial plan?
Introducing our 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
Initial Consultation
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.
Documents needed: None.
Portfolio X-Ray©
A sophisticated analytical tool whose output is reviewed with you by a Portfolio Manager. The Portfolio X-Ray© dissects your portfolio and helps you to gain a clear view of your current holdings. Analysis includes:
- Overall asset allocation
- Section weightings
- Concentrated positions
- Stock holdings behind mutual funds
- Performance against benchmarks and industry indexes
- Underlying fees
We will be looking to see how your portfolio addresses your needs and objectives as identified in our Initial Consultation.
Documents needed: Current portfolio statements.
*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.
Estate Plan Review
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:
- Cash flow
- Net worth over time
- Monte Carlo analysis – value of investments
- Inflation impact
- Required Minimum Distributions – IRA
- Asset allocation strategy
- Roth IRA conversion comparison
- Estate strategy impact
- Education analysis
- Projected income
Documents needed: Completed Financial Analysis Questionnaire.
*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.
