For fee-only investing and advice with no minimum, visit our sister firm, Welch Investments.

The Welch Group
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Investment Management

Our number one goal is that you never run out of money. To that end, we developed our proprietary money management approach, the Growth Strategy with a Safety NetTM.

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Wealth Protection

Our cross-functional teams bring independent and objective perspective to proactively coordinate the intricacies of your financial world, giving you peace of mind.

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Cash Flow

Part of our job is to make certain that your assets align with your cash flow requirements. We design cash flow strategies that deliver the resources you need now and in the future.

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Family Legacy

Our primary goal is making sure that your financial resources are always there for you. In addition, our proprietary Legacy Trust strategy allows you to provide financial security for generations of heirs.

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We provide expertise in helping you manage, protect and transfer your wealth to future generations. With over 100 years of combined financial experience, our advisors’ goal is to make your life simpler and to allow you to more fully enjoy life’s journey.

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