Address : 230 Congress Street, Boston, Massachusetts 02110, United States
Phone Number : +1617-523-6531
Industries : Financial Services
Website : lwcotrust.com
Company Description
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.
Specialities
- Family Office
- Settlement
- Tax Preparation
- Ancillary Services
- Law Practice
- Estate Planning
- Financial Planning
- Philanthropic Strategies
- Financial Services
- Legal Services
Financial
Employees Total : 110
Revenue (Yearly) : 6.3M
Miscellaneous
Linkedin : loring-wolcott-&-coolidge
Hosting : Google Cloud Hosting
Load Balancers : Nginx
Tech : Mobile Friendly
Hosted Forms : Gravity Forms
Fonts : Google Font API
CMS : WordPress.org
Last Updated : 2023-12-06
Jobs Vacancy
Tax Advisor
Boston, Massachusetts, United States
Posted at : 2023-11-20
Employees
- Michael Gear ( Assistant Portfolio Manager )
- Julie Mackin ( Trust Assistant )
- Derek Chang ( Senior Network Administrator )
- Sean Hannon ( Investment Operations Specialist )
- Rachel Quinn ( Trust Accounting Specialist )
- William Perkins ( Trustee )
- Courtney Monteleone ( Tax Advisor )
Alumni
- Daniel Sangster ( Investment Analyst )
- Kirk Douglas ( Senior Business Analyst )
- Louise Nankiinga ( ESG Analyst )
Competitors
 | Pitcairn financial services 27.1M yearly revenue |
 | Laird Norton Wealth Management financial services 17.1M yearly revenue |
 | Plancorp, LLC financial services 35M yearly revenue |
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