Sarah M. Waelchli is a Senior Vice President 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 to 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, multi-generational estate planning designs, and charitable giving techniques.
Sarah is also a Partner at Hemenway & Barnes where she counsels clients on estate and tax planning and trust administration.
“I value working closely with clients to get a better understanding of their priorities now and as their needs change over time. I take great satisfaction in delivering sophisticated wealth management plans that both meet my client’s financial goals and reflect their personal values and intentions.”