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.
Welch & Forbes LLC has been providing financial advice and planning support for a financial services business. With the vendor's help, the client helps customers strategize financial decisions that affect tax.
Thanks to Welch & Forbes LLC's support, the client's business has performed better. The team communicates well with the client and has been collaborating efficiently with them.
BACKGROUND
Briefly describe what your company does and your role there.
Finance
OPPORTUNITY / CHALLENGE
What were your company's goals when you started looking for a partner?
To help others with wealth and tax strategies
SOLUTION
Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.
We had to build trust so we did a lot of work before starting the final project
How many people does your company work with?
2-5
How did you find this provider?
Online search
Why did you choose to work with them?
Positive reviews and ratings
Close to my geographic location
We have a great culture fit
RESULTS & FEEDBACK
What are the results or deliverables of this partnership that demonstrate progress or success?
We are working together and our results are starting to look up
How does your team communicate with this service provider?
In-Person Meetings
Phone calls
Email or Messaging App
Are there any areas for improvement or something this service provider could have done differently?
If you’re not seeing exactly what you need here, send this company a custom message.
You can talk about your project needs, price, and timeline to get started on your project.
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