The Welch Group

Investing can be an intimidating task. When you join the Welch Group family, our investment managers take on the responsibility of getting to know you and your unique investment needs. We build a portfolio that is focused on establishing the best investment plan to achieve your financial goals.

The Welch Group Approach to Stewarding Investments

Our approach to Investment Management is anchored by three ideas

  1. Investment Management begins with Retirement Analysis – To get a clear picture of your current financial situation, an understanding of your vision of your ideal retirement, and the diversions you want to take on that path (education planning, home purchases, etc.), we begin with a detailed conversation about you and your desires. Our proprietary retirement analysis gives you a clear picture of how your cash flow needs are met and how your assets will play out over of the course of your life.
  2. A trademarked investment strategy – 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.
  3. Fee-Only Financial Planning – 100% of our compensation comes directly from our clients. No sales pitches, no commissions, no products. Our goals are aligned and our recommendations put your best interest first.

Our investment advice is grounded in the desire to help each client achieve established financial goals while maintaining an appropriate level of risk determined through client consultation. We offer several investment options, depending on client circumstances, including our trademarked investment strategy “Growth Strategy with a Safety Net.™” Our Investment Management services include:

  1. Customized Portfolio Design, Implementation, and Management
  2. Development of a bank quality Financial Statement*
  3. Preparation of our proprietary Cash Flow/Retirement Analysis*

*Note: A client’s Financial Statement and Cash Flow/Retirement Analysis are updated and presented at periodic client reviews.

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