Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals — today and for generations to come. The firm earns clients' trust by providing solutions that meet their needs and reflect their values. What makes LWC different? A unique combination of strengths: continuity, resources, sustainability, independence, service and innovation.
Total AUM: $7.24B+
Years in Business: 19
Accounts Under Management: 2,850
Principals:
Charles-Frederick Boit, President & Partner
Jonathan Korb, General Counsel
Contact:
230 Congress Street, Boston, MA 02110
(617) 523-6531
