Loring Wolcott & Coolidge

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

18 Years

in Business

Accredited

Business

(617) 523-6531Call Visit WebsiteVisit Website Map & DirectionsDirections230 Congress St Fl 12Boston, MA 02110 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Boston with Investment Advisory Service

Cambridge (5 miles)
Somerville (5 miles)
Dorchester (7 miles)
Brookline (7 miles)
Jamaica Plain (7 miles)
Malden (8 miles)
Medford (8 miles)
Brighton (8 miles)
Quincy (12 miles)
Newton (13 miles)

More Info

General Info

Loring, Wolcott & Coolidge is a professional family office that offers a wide range of fiduciary and investment management services. Additionally, the firm has developed specialized services for socially responsible investors and provides personalized trust services without the corporate formalities. It assists clients in understanding the transfer tax laws, explains the common techniques for minimizing taxes and discusses alternatives in dealing with family issues. The firm also assists clients with questions about income tax planning, financial decisions and budgeting issues. It provides advice to clients on giving cash and appreciated securities and also assists clients in making personal gifts for estate planning purposes. It also provides comprehensive bill payment and bookkeeping services. Loring, Wolcott & Coolidge is located in Boston.

BBB Rating

Extra Phones

Phone: (617) 457-3143

Fax: (617) 523-6535

Neighborhoods

Financial District, Downtown Boston

AKA

Loring Wolcott And Coolidge

Loring, Wolcott & Coolidge Trust, LLC

Loring, Wolcott & Coolidge Trust

Loring Wolcott & Coolidge Office

Other Link

http://www.lwcotrust.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds

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Details

Phone: (617) 523-6531

Address: 230 Congress St Fl 12, Boston, MA 02110

Website: http://www.lwcotrust.com

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Loring Wolcott & Coolidge

Tax Planning
Help clients make informed decisions on a range of issues—from tax planning and budgeting to funding education or the acquisition or liquidation of major assets.
Charitable Giving
Estate Taxes
Tax Services
Income Tax
Prepare the estate tax and fiduciary income tax returns and manage the probate account, supported by a professional estate administration team
Tax Deferral
Additionally, a large portion of equity returns come in the form of capital appreciation that is not taxable until gains are realized. This tax deferral—and the flexibility to realize gains when most advantageous—contributes to the attractive after-tax returns of equities.
Tax Return Preparation
The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact. Integrity, discretion, and respect for confidential information are absolutely essential.

Investment Management
LWC Trustees take a collaborative approach to investment management, drawing on their collective experience through regular investment meetings. All investment decisions are based on a clear understanding of each client’s goals, priorities and risk tolerance, as well as their tax position and income requirements.
Mutual Funds
Amy Domini works with individuals to integrate social or ethical criteria into their investments. She is also Founder of Domini Impact Investments, LLC, a mutual fund family for socially responsible investors. She holds a B.A in International Economics from Boston University. Amy has been awarded an honorary Doctor of Business Administration from Northeastern University College of Law and an honorary doctorate from Yale University’s Berkeley Divinity School. In 2008, Ms. Domini was named to Directorship magazine’s Directorship 100, the magazine’s listing of the most influential people on corporate governance and in the boardroom. In 2005, Time magazine named her to the Time 100 list of the world’s most influential people. She has authored or co-authored several books, including Socially Responsible Investing: Making a Difference and Making Money (Dearborn Trade, 2001), Investing for Good (Harper Collins, 1993), The Social Investment Almanac (Henry Holt & Co., 1992), Challenges of Wealth (Dow Jones Irwin, 1988), Ethical Investing (Addison-Wesley, 1984). Amy is a past trustee of the Church Pension Board at the Episcopal Church (U.S.A.) and also a past Board member of the Governing board of the Interfaith Center on Corporate Responsibility, the National Community Capital Association, and the Social Investment Forum. Amy also serves on the board of Center for Responsible Lending.
Wealth Management
Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals—today and for generations to come. We work collaboratively to create wealth management solutions based on a clear understanding of each family’s needs, priorities and aspirations.

Accounting Services
Bookkeeping Services

Financial Planning
Making important financial decisions and ensuring a tax-efficient transfer of wealth to future generations require careful planning. At Loring, Wolcott & Coolidge, our intimate understanding of each client’s needs, coupled with in-house expertise in every aspect of Estate Planning and Financial Planning, enable us to provide personalized plans for achieving each client’s short and long-term goals.
Asset Management
Gifting Strategies
College Funding

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