MS
Chief Operating Officer
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Chief Information Officer
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Loring, Wolcott & Coolidge Trust
Finance · Massachusetts, United States · 51-200 Employees
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Overview
Headquarters
230 Congress St Fl 12, Boston, Massachus...Phone Number
(617) 523-6531Website
www.lwcotrust.comRevenue
$21.5 MillionIndustry
About Loring, Wolcott & Coolidge Trust
Loring, Wolcott & Coolidge is dedicated to assisting families in achieving their financial goals both now and for future generations. They offer a range of services including estate planning, financial advice, tax planning, philanthropic strategies, and asset management, all tailored to the unique needs and aspirations of each family. The firm emphasizes building trusted relationships and collaborative wealth management solutions. Their expertise also extends to socially responsible investment strategies for clients interested in sustainable investing.Explore more
Loring, Wolcott & Coolidge Trust Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Loring, Wolcott & Coolidg...
$21.5M
51-200
Private
-
1937
DB
David BoitPresident of the Loring, Wolcott and Coolidge Office
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Loring, Wolcott & Coolidge is dedicated to assisting families in achieving their financial goals both now and for future generations. They offer a range of services including estate planning, financial advice, tax planning, philanthropic strategies, and asset management, all tailored to the unique needs and aspirations of each family. The firm emph... Read More
