Trustee Commitment

The relationship between trustee and client is at the center of everything we do at Loring, Wolcott & Coolidge. Our trustees make a career commitment to our clients.

Socially Responsible Investing

Through our Sustainability Group, clients can align their investments with their values, working to create a better world, while pursuing financial performance.

Working with Families

Our firm has served as a trusted family office for more than a century, helping families achieve their multi-generational financial goals.