Our Services

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

Our Services

  • Wealth and investment strategies tailored to qualified families
  • Asset protection and portfolio implementation tailored to the specific needs of qualified families
  • Assistance with key family decision-making as it applies to wealth planning and succession/exit planning.
  • Philanthropy, endowments, and charitable giving guidance
  • Tax planning and strategies for tax reduction
  • Cash flow and liquidity management/accounting/budgeting services
  • Estate planning
  • Assistance with banking or borrowing/liquidity issues

Other Areas of Specialization

Business Planning · Education Planning · Stock Options · Healthcare · Social Security · Life Insurance · P & C Insurance · Long Term Care Insurance · Disability Insurance · Fraud/ID Theft Protection

Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement, and the specific requests and needs of the client. The Welch Group does not serve as a law firm, certified public accounting firm, nor an insurance agency. The Welch Group does not prepare legal documents or tax returns, nor does it sell insurance products.

We Are a Fiduciary Firm

As a Registered Investment Advisor (RIA), we act in a fiduciary capacity when providing services to our clients. We must adhere to a fiduciary standard of care that requires us to act in your best interest. However, many people are surprised to learn that not all advisors, such as traditional brokers, are held to a fiduciary standard.

As fiduciaries, we have a legal duty to serve in your best interest and only buy and sell investments that are the best fit for you. We never base our decisions on what will provide us with the highest commission (in fact, we aren’t even paid on commission!).

Fee-Only

We are fee-only advisors, meaning we only receive compensation from our clients; we do not receive commissions or any other form of payment for selling financial products, investments, or insurance. To learn more about our fees, you can review our ADV Brochure.

A Team Approach

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)
Happy smiling couple greeting financial advisor with handshake at home.

Investment Management

Schedule A Meeting There is no one particular investment strategy that is appropriate for all investors. The optimal portfolio will depend on the amount and timing of cash flow needs,…

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