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

The Welch Group

Chief Financial Officers aren’t just for businesses – By understanding that your family functions as a business, we are able to serve as your family’s CFO. Our goal is to make certain that the nature of your assets is in alignment with your cash flow requirements both now and in the future.

As part of the Welch Group family, we take the responsibility of helping you maintain a sufficient amount of continual cash flow. We focus on providing income tax oversight, review of your debt and strategies for restructuring (if necessary), strategies for philanthropic giving, long-term investment leadership; and other functions to improve the efficiency of the business.

Schedule an Initial Consultation

  • Format (###) ###-####