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

The Welch Group

Too often, advisors focus only on investment management and neglect your other resources – like social, family, health, cash, insurance, business, and estate. Instead of enhancing just one part of your life, the Welch Group takes a holistic view that helps you live your best life.

Summary of Our Wealth Management Philosophy

  1. Multidisciplinary Team Approach – The individuals that will make up your team each have an area of expertise – from insurance to estate planning. By not employing a team of generalists, you get the benefit of decades of experience in the intricacies of the financial world. Coupling the deep knowledge of your team with their independent and objective perspective gives you peace of mind.
  2. Proactive Risk Mitigation – In the litigious society in which we find ourselves, families of wealth can find themselves “targets of opportunity.” As part of our proprietary Wealth Management Index process, we review your personal finances and determine what strategies should be considered in order to shield assets from legal judgments.
  3. Cost-Efficient Solutions – The Welch Group is all about producing practical, cost-efficient solutions. We keep up-to-date on the complexities of the financial world while coordinating your family goals, estate plans, income tax preparations, insurance needs, business interest, investments and day-to-day issues.