General Info

Welch & Forbes provides a range of investment services to high net worth individuals, families and endowments. The company offers services that help clients plan for financial success. Welch & Forbes manages financial equities that include trusts, personal assets and the administration of financial affairs, such as tax preparation and estate settlement. The company focuses on investments that offer steadily rising income streams and long-term capital appreciation. Welch & Forbes provides a portfolio that is made up of a variety of equities, as well as cash reserves, fixed income securities, alternative investments and venture capital. Welch & Forbes maintains its headquarters in Boston.