Welch & Forbes LLC

Welch & Forbes (WF) is a wealth management firm based in Boston, Massachusetts. Established in 1838, the firm provides a broad array of investment portfolio management, personal trust and fiduciary services, estate planning and administration, and tax & custodial services. It also manages accounts for pension and profit-sharing plans, pooled investment vehicles, charitable organizations, families, and corporations. It operates as a subsidiary of Affiliated Managers Group. The assets of the firm are managed and governed by the executive management team.