Welch & Forbes LLC Email Format

Investment ManagementMassachusetts, United States51-200 Employees

Welch & Forbes LLC is a private wealth management firm in the investment management industry, based in Boston, Massachusetts. With a history spanning more than 180 years, it serves startup founders, corporate executives, and multi-generational families, operating in a family-office style that emphasizes trust and cross-disciplinary collaboration. The firm offers a broad range of services, including investment management, personal trusteeship, tax and estate settlement, philanthropic strategy, and personal financial planning. Portfolios are customized based on in-house research and collaborative decision-making, and the firm can work with clients’ existing advisers. Ancillary services such as trust administration, income distribution, and bill payment are provided to support portfolio management at no additional cost.

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