Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with building wealth. Our clients look to us at all stages of wealth, from startup founders and corporate executives to multi-generational families who have been with us for more than a century. Each relationship is anchored in trust, chemistry, and our ability to collaborate across disciplines to determine the best plan for our clients today and the generations of tomorrow.

We help you achieve your financial goals with flexible, customized solutions. We listen closely to you so that we can understand your unique circumstances. We respond to your specific challenges with a collaborative approach and a fiduciary mindset. We have worked through multiple market cycles, navigated family dynamics across many generations, and helped our clients achieve goals that span decades of planning and investing.

Our experience includes:
•	Managing your investments
•	Acting as your personal trustee
•	A full suite of tax and estate settlement services
•	Philanthropic strategy and support
•	Personal financial planning

Each investment portfolio is customized to meet your long-term goals and constructed based on in-house research and a depth of knowledge and experience. We collaborate with one another to maximize our collective knowledge for your benefit. We bring multiple solutions to light, seeking the right combination for your unique situation. We are able to collaborate with your other advisors if existing relationships are in place.

We operate in the tradition of a family office, addressing a wide range of issues that arise in our role as a trusted family advisor. We provide ancillary services to supplement portfolio management at no cost, such as trust administration, income distribution, and bill payment. Our highly personalized approach ensures that you can always talk with someone you know and trust.

Investment Management

Welch & Forbes LLC

Welch & Forbes LLC's headquarters in Boston, MA, United States

John H Emmons, Jr

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People (24)

John H Emmons, Jr

Mai Maung

Craig Ritchie

Todd Jundi

Ariana Guy

Kurt Walter

Jessica Briggs

Austin Calista

Brenda Davidson

Ernest Bury Cpa, Mba, Ms-T

John Craven

Vasili Koutroubis

Lauren Gates

Maureen Ford

Sergey Grigoryan Cpa, Mst

Seth Gelsthorpe

Drew M. Schneller

Justin Wolstenholme

Kelley Ellis

Dan Gorman

Naomi T. Dalessandro

Jay Emmons

Edward Sullivan

Benjamin Garfield

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