Our Approach

Wealth management powered by personal insight

Every family has goals, priorities and values that are unique to them. At Loring, Wolcott & Coolidge, we create wealth management solutions based on a clear understanding of each family’s needs and circumstances.

We start by listening. LWC Trustees take the time to understand client goals, priorities and dynamics, with an attentiveness to potential opportunities. Then, leveraging the diverse expertise within our firm, the Trustees develop a framework that serves as common ground for achieving those goals.

LWC Trustees work collaboratively, sharing their collective experience and insight to benefit all of our clients.