Our Services

Enriching the lives of our clients by focusing on what’s important to them.

Your Team

When you work with financial advisors, you’re trusting them with some of the most important aspects of your life: your family, your money, and your future. You need to have absolute confidence in their knowledge, expertise, and experience. And you expect them to be properly trained, credentialed, and certified.

As a client of The Welch Group, we strive to ensure your advisory team will be skilled, accomplished professionals with the proper education and certifications, as well as many years of experience and a commitment to continuing education above what is required.

Depending on your specific needs, your team will be comprised of a hand-picked group of professionals with certifications including:

  • Certified Financial Planner™ practitioner (CFP®)
  • Certified Public Accountant (CPA)
  • Accredited Estate Planner (AEP)
  • Chartered Financial Analyst® (CFA)
  • Juris Doctorate (JD)
  • Individuals with Master’s Degrees in Business Administration (MBA)

Areas of Specialization

Retirement Planning . Business Planning . Tax Planning . Estate Planning . Charitable Planning . Education Planning . Stock Options . Investments . Healthcare . Social Security . Life Insurance . P & C Insurance . Long Term Care Insurance . Disability Insurance . Fraud/ID Theft Protection

Investment Management

Our investment strategy is grounded in the desire to help each client achieve established financial goals while maintaining an appropriate level of risk determined through client consultation. Our Investment Management…

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Wealth Management

Your financial future is just that: yours. We will assist with a wide array of financial planning and wealth management issues to help you plan for your future and retirement.

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