About Our Firm

A Legacy of Forging Trusted Relationships

At Loring, Wolcott & Coolidge, we’ve been partnering with families to make the most of their wealth for more than two centuries. Much has changed over the years, but one thing hasn’t: our commitment to serving as trusted advisors for every aspect of our clients’ financial lives.

Small firm feel, large firm resources

With more than $10 billion in assets under management and a team of nearly 100 professionals, LWC has the resources to deliver customized solutions for a wide range of needs. Yet clients receive the highly attentive service associated with a boutique firm.

dedicated small firm staff
serving families across generations

Serving families across generations

We take great pride in the long-term relationships we have built with our clients—many of whom we are privileged to serve for multiple generations. Through close attention to their distinct needs, we empower families to achieve their financial goals.

A proud history of stewardship

LWC traces its roots to the early 1800s, managing the fortunes of some of America’s most prominent families. Today, we continue to seek new ways to serve our clients, while embracing the ideals of stewardship and service on which our firm was founded.

  • Date: 1817

    Air Air

    1817

    Nathaniel Bowditch begins serving as an individual trustee.

  • 1898

    Bowditch’s great grandson-in-law, Augustus Peabody Loring, Sr., writes A Trustees Handbook, still used today.

    Dot Dot

    Date: 1898

  • Date: 1927

    Dot Dot

    1927

    Augustus Loring’s grandson moves the office to his father’s law firm of Loring, Coolidge, Noble & Boyd.

  • 1955

    Augustus Loring III merges with Samuel Wolcott’s Weld office, becoming Loring, Wolcott office.

    Dot Dot

    Date: 1955

  • Date: 1962

    Dot Dot

    1962

    Lawrence Coolidge joins the office and the firm later changes its name to Loring, Wolcott & Coolidge Office.

  • 1987

    Amy L. Domini joins LWC to cater to clients interested in socially responsible investing, later becoming The Sustainability Group.

    Dot Dot

    Date: 1987

  • Date: 1992

    Dot Dot

    1992

    LWC surpasses $1 billion in assets under management.

  • 1994

    The firm establishes a separate entity, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, which is a registered investment adviser. Trustees begin offering investment advisory services, managing investment accounts and IRAs.

    Dot Dot

    Date: 1994

  • Date: 2020

    Dot Dot

    2020

    LWC assets under management surpass $10 billion.