At 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.

Loring, Wolcott & Coolidge

David Boit

Joseph Wall

David Jammalo

Andrew Hickey

Katherine Allen

Jessica Benjamin

Barry Livermore

Alison Newcomb

Jamie Ghaffar

Thomas Francione Ctfa, Aep®

Lindsay Schmidt

Lauren E. Thompson (Jones)

Charlie Schmidt

Fiduciary Services

Finance and Tax Team

Investment Operations

IT and Systems Team

Leadership Team

Sustainability Group

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Teams at Loring, Wolcott & Coolidge

Fiduciary Services

Finance and Tax Team

Investment Operations

IT and Systems Team

Leadership Team

Sustainability Group

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Teams at Loring, Wolcott & Coolidge

Fiduciary Services

Finance and Tax Team

Investment Operations

IT and Systems Team

Leadership Team

Sustainability Group

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