About Us
About Us
Building relationships of trust.
The Loring, Wolcott & Coolidge Office is a multifamily office dedicated to earning our clients' trust by providing solutions that address their diverse wealth management needs. The partners collectively provide investment advice through Loring, Wolcott & Coolidge Fiduciary Advisors, LLC to our investment management clients and to the Trustees who are individually named to serve on each trust. Fiduciary services are provided to these accounts by our custodian, Loring, Wolcott & Coolidge Trust, LLC. These related entities allow us to provide an integrated suite of services to our clients.
Loring, Wolcott & Coolidge has a long history of trusteeship. Our trustees share a personal commitment to helping clients achieve their financial objectives. They are supported in this mission by a team of professionals with expertise in a range of disciplines. Trustees work collaboratively with this team to provide a broad array of services, from investment management and estate planning to charitable gift planning and tax preparation.
Loring, Wolcott & Coolidge has kept pace with advances in wealth management strategy and technology. Yet our mission has never changed: To serve as trusted advisors our clients can rely on for experienced, independent guidance.
