Loring, Wolcott & Coolidge Trust, LLC
www.lwcotrust.comAt Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. Loring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances. At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.
Read moreAt Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. Loring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances. At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.
Read moreCountry
State
Massachusetts
City (Headquarters)
Boston
Estimated Revenue
$10,000,000 to $50,000,000
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Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****Manager of Business Analysis and Development
Email ****** @****.comPhone (***) ****-****Manager of Risk and Compliance
Email ****** @****.comPhone (***) ****-****Head of Investment Operations
Email ****** @****.comPhone (***) ****-****
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