Our History

At the Loring, Wolcott and Coolidge Office, we've been meeting the fiduciary, investment and estate planning needs of individuals and families for generations. We trace our firm's roots to the early 1800s, when our ancestors were entrusted with managing the fortunes of some of America's most prominent families.

Our history begins with Nathaniel Bowditch, one of New England's great innovators. He is credited with landmark achievements in everything from insurance to mathematics and navigation, including authoring The American Practical Navigator, still used by mariners today. In 1817, Bowditch took on his first trust accounts, a responsibility that was passed on to his son, Jonathan, and his grandson, Alfred.

In the late 1800s, leadership of the firm passed to Alfred's son-in-law Augustus Peabody Loring, the pre-eminent probate attorney of his day, associated with the Loring & Coolidge law firm. In 1893, he wrote A Trustees Handbook, still used by trustees and students of law.

Loring, Wolcott & Coolidge still counts among its principal members of the Loring and Coolidge families. Led by their example, the firm still embraces the ideals of stewardship and service that have been a hallmark of Loring, Wolcott and Coolidge from the beginning.

Like Nathaniel Bowditch two centuries ago, we continue to seek new and better ways to fulfill our commitment to help preserve and enhance our clients' financial legacies.