Company Information

Get to know Welch & Forbes, Inc.

Founded in 1838, Welch & Forbes LLC is one of the oldest independent wealth management firms in the United States. The company provides customized and objective financial solutions tailored to high-net-worth individuals, families, endowments, and foundations. Its core mission is to offer prudent, long-term counsel and stewardship, focusing on services that include comprehensive investment management, fiduciary services such as acting as a trustee or executor, and detailed financial and estate planning to preserve and grow clients' wealth across generations.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Welch & Forbes, Inc.

United States

Founded in

01 1月 1838 (188 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.