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 Sustainability Group at Loring, Wolcott & Coolidge focuses on integrating environmental, social, and governance (ESG) criteria into clients' investment strategies. This team guides clients in making sustainable investment choices that align with their values, while also aiming to deliver financial returns. By specializing in ESG analysis and sustainable investing, the group helps clients contribute to positive societal impact through informed financial decisions.

Sustainability Group

Fiduciary Services

Finance and Tax Team

Investment Operations

Sustainability Group

About

Team members

Other teams at Loring, Wolcott & Coolidge

Fiduciary Services

Finance and Tax Team

Investment Operations