A complete list of active advisors currently associated with Welch & Forbes LLC

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Welch & Forbes provides discretionary and non‑discretionary investment management primarily to individuals and trusts and also serves pension and profit‑sharing plans, estates, charitable organizations, and corporations. The firm additionally offers personal trust and fiduciary services, estate administration, tax and custodial services, bill paying, and cash‑flow and wealth simulation analysis. The firm delivers customized portfolio management under Investment Counsel Agreements that document each client’s objectives and restrictions, using a primarily bottom‑up fundamental research process reviewed by an Investment Committee. Portfolio construction typically combines multi‑cap equity strategies and a modified laddered, investment‑grade fixed income approach with a tax‑sensitive focus, limited use of derivatives, and ESG factors considered where applicable. Welch & Forbes maintains a significant private‑investment and fiduciary footprint that includes sponsoring limited liability pooled vehicles (the “W&F Funds”) for which it has served as managing member, providing access to private placements (including real estate and oil and gas interests), and acting as sub‑advisor or trustee on certain client accounts. The firm is majority‑owned by Affiliated Managers Group while retaining operational autonomy, and it operates in‑house tax and estate settlement functions and safekeeping arrangements for illiquid holdings—features that distinguish its combination of wealth management, fiduciary roles, and private‑fund activity from many peers.

To learn more about the advisors currently working at Welch & Forbes LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.