Loring, Wolcott & Coolidge Trust, LLC
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Contact Info
230 Congress Street
Boston, MA 02110
Phone: (617) 523-6531


Key Contact
David Boit
Brian O'Keeffe
Compliance Manager

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Company Description

About Org
The Loring, Wolcott & Coolidge Office is a multifamily office dedicated to earning our clients' trust by providing solutions that address their diverse wealth management needs. The partners collectively provide investment advice through Loring, Wolcott & Coolidge Fiduciary Advisors, LLP to ourinvestment management clients and to the Trustees who are individually named to serve on each trust. Fiduciary services are provided to these accounts by our custodian, Loring, Wolcott & Coolidge Trust, LLC. These related entities allow us to provide an integrated suite of services to our clients including investment management and estate planning to charitable gift planning and tax preparation.Our mission has never changed: To serve as trusted advisors our clients can rely on for experienced, independent guidance.