Founded in 1838, Welch & Forbes LLC is one of the oldest independent wealth management firms in the United States. The company provides customized and objective financial solutions tailored to high-net-worth individuals, families, endowments, and foundations. Its core mission is to offer prudent, long-term counsel and stewardship, focusing on services that include comprehensive investment management, fiduciary services such as acting as a trustee or executor, and detailed financial and estate planning to preserve and grow clients' wealth across generations.

Founded in

United States