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Welch and Forbes

EST. AUM
$9,903,464,752

CONTACTS
15

CLIENT ACCOUNTS
3,734

Firm Details

Metro area Boston
CRD Number 115119
Website welchforbes.com
Client types

Overview

Welch & Forbes LLC is a distinguished wealth management firm with a legacy dating back to 1838. Based in Boston, the firm provides comprehensive financial services tailored to high-net-worth individuals, families, and charitable organizations. Their services encompass investment management, trust and fiduciary services, estate planning, tax services, and financial planning. With over 180 years of experience, Welch & Forbes is renowned for its commitment to integrity, stability, and personalized client service, ensuring the financial well-being of its clients across generations.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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