Welch & Forbes has been providing private wealth management services since 1838. Its long tradition alone makes it a stand out in wealth management firms. When the founders Edward Sohier and Charles Welch served Boston expanded their law practice to include managing trusts and settling estates, Welch & Forbes’ history began.
Generation after generation, their clients continually chose Welch & Forbes to manage their investment portfolios, estate planning and administration, and tax and custodial services. They maintain the same standard of service as they did 170 years ago, focusing on their clients and their well-being.