J.m. Forbes & Co. Llp

J M Forbes is a wealth management firm based in Boston, Massachusetts. Established in 1838, it provides personalized money management and trustee services to individuals, trusts, and foundations. Its partners, administrators, and tax professionals come to know individual clients and families well, crafting integrated investment, estate, and tax plans that recognize their goals, means, and circumstances. Its investments are managed by the executive management team.