Wealth Management Guided By Your Values.


Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals—today and for generations to come. We work collaboratively to create wealth management solutions based on a clear understanding of each family’s needs, priorities and aspirations.

A Tradition of Trust Built on Experience.


Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals—today and for generations to come. We work collaboratively to create wealth management solutions based on a clear understanding of each family’s needs, priorities and aspirations.

Collective Knowledge, Individual Solutions.


Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals—today and for generations to come. We work collaboratively to create wealth management solutions based on a clear understanding of each family’s needs, priorities and aspirations.

Building Relationships of Trust

The relationship between Trustee and family is at the center of everything we do on behalf of our clients.

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Investing in a Better Tomorrow

For clients who wish to pursue a socially responsible investment strategy, we offer industry-leading expertise.

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Managing Assets Collaboratively

We start by listening. Then we work with clients to create solutions designed to help them achieve their family’s aspirations.

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