Comprehensive Services

Meeting individual needs with diverse services.

At Loring, Wolcott & Coolidge Office, we provide a comprehensive set of integrated services to meet a wide range of wealth management and life planning needs.

Family Office

We serve as a professional family office, providing stewardship of our clients’ financial legacy.

Investment Management

We help clients pursue their long-term goals for enhancing wealth through disciplined, growth-oriented investment strategies.

Estate Planning and Settlement

We develop strategies for tax-efficient intergenerational wealth transfer to help preserve family wealth for future generations.

Financial Planning

We provide planning and guidance to help clients meet a variety of personal financial goals.

Tax Preparation

Our experienced tax professionals provide preparation of client tax returns, payment of estimated taxes and other tax needs.

Philanthropic Strategies

We can develop gifting strategies that enable clients to support their values, while maximizing tax advantages.

Ancillary Services

We offer a range of convenient services, including bill payment and bookkeeping.