At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits.

Loring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances.

At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.

Loring, Wolcott & Coolidge

David Boit

Joseph Wall

David Jammalo

Andrew Hickey

Katherine Allen

Jessica Benjamin

Barry Livermore

Alison Newcomb

Jamie Ghaffar

Thomas Francione Ctfa, Aep®

Lindsay Schmidt

Lauren E. Thompson (Jones)

Charlie Schmidt

The Fiduciary Services team at Loring, Wolcott & Coolidge manages and oversees the financial and legal responsibilities associated with clients' trust and estate plans. This includes administering trusts, ensuring compliance with legal and tax obligations, providing trust accounting and reporting, and offering guidance on estate planning and philanthropic efforts. The team collaborates closely with clients to safeguard their assets and facilitate the long-term achievement of their financial goals and legacies.

Fiduciary Services

Finance and Tax Team

Investment Operations

Fiduciary Services

About

Team members

Other teams at Loring, Wolcott & Coolidge

Finance and Tax Team

Investment Operations