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The Finance and Compliance Team at Welch & Forbes LLC ensures the firm operates within regulatory frameworks while maintaining financial integrity. This team, consisting of key leaders such as the Chief Compliance Officer and Chief Financial Officer, oversees compliance with laws and regulations, manages financial reporting, and safeguards trust accounting practices. By implementing robust financial strategies and compliance protocols, they protect the firm's assets and uphold the highest standards of ethical practice, enabling the seamless delivery of wealth management services to clients.