CoverProfile

Sarah Waelchli

Managing Director, Partner

Hemenway Trust Company LLC

United States, Massachusetts, Boston

About Me

Sarah Waelchli is a Managing Director at Hemenway Trust Company. She works with families and individuals to develop and implement wealth management plans that are uniquely tailored to their personal and financial goals. Working with different generational levels of families, Sarah helps develop and implement strategies for all stages in life. As an attorney admitted to practice law in New Hampshire and Massachusetts, Sarah is an experienced estate planner. She advises clients on sophisticated wealth transfer strategies, multigenerational estate planning designs and charitable giving techniques. Sarah is also a Partner at Hemenway & Barnes LLP where she counsels clients on estate and t

View more

Profile Information

Managing Director, Partner

Hemenway Trust Company LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Jan 12, 2025

More profiles to browse

BC
Brian C. Broderick
Partner
Profile Photo
Nancy Dempze
Managing Director
Profile Photo
Steve Kidder
Managing Director
CR
Charles R. Platt
Managing Director, Partner

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)