ServicesWealth Management

Our comprehensive wealth management services are designed to help you grow, protect, and preserve your wealth, and also prepare the legacy you want to leave for loved ones.

Senior couple having meeting with financial advisor at home.

During our 35 years of serving clients in Birmingham, Alabama and beyond, we have developed a financial planning and wealth management toolset to help you plan for your future and retirement. These holistic services are carefully combined and customized to create a financial planning and portfolio management strategy designed to address all your wealth management needs. Something as important as your financial future needs expertise and wisdom and we’re here to help you plan for all aspects of financial success.

It all begins with Retirement Analysis, so we can get a clear picture of your current financial situation, your vision of retirement, and what you want to accomplish along the way — education planning, home purchases, and more. Our advisory services begin with a detailed conversation about you and your desires. From there, our asset managers perform our proprietary retirement analysis, which gives you a clear picture of how your cash flow needs will be met and how your assets will play out over the course of your life. This gives assurance that your comprehensive financial planner can make any adjustments so you can be at peace with your financial decisions in the future.

Our proprietary legacy trust strategy allows you to provide financial security for generations of heirs. The Welch Group’s fee-only financial planning approach equips you with a team of financial experts who specialize in all of the different planning disciplines. They will ensure your estate is passed along just as you wish while minimizing tax liability and government interference.

We proactively work with you and your CPA to provide tax savings for not only your investment portfolio but also your entire financial outlook. Our comprehensive wealth management planners work hard to ensure that no stone is unturned because we know every dollar contributes to planning for the future..

Planning for your future includes considering all of the variables that come with life. We analyze your finances to see how much can be dedicated to life, disability, and long-term care Insurance.

Chief Financial Officers aren’t just for businesses.

When you think about it, your family functions very much like a business, and we want to be your family’s CFO. Our goal is total asset management: to ensure your assets are in alignment with your cash flow requirements, both now and in the future. 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 family business

Family Office Services

The Welch Group offers comprehensive family office services, including strategic investment advisory consulting, to qualified clients. Specifically, The Welch Group makes available certain additional services to address the needs of qualified individuals and families.

Our Family Office program provides a full suite of advisory and reporting services to eligible clients and is customized to the specific needs of the individual or household based on the case complexity and their goals.

We also coordinate with your other professionals, including your accountant, attorney, and insurance professional to provide comprehensive services and a dedicated focus on your needs.

We achieve our wealth management philosophy through:


We bring all the stakeholders together — your team of advisors as well as your family — to create a comprehensive plan to address current and future needs and goals. At The Welch Group, we believe having everyone involved in oversight and execution is essential to helping families navigate life’s challenges and opportunities.


By involving and earning the trust of the entire family, our hope is your team of advisors will primarily serve as your family’s Chief Financial Officer, providing management and advice in all critical areas of your financial life. Our ultimate goal is to give you confidence and peace of mind so you can relax and enjoy your life.


We like to engage your children early and provide the knowledge they need to understand the family’s plan and goals. This is important to ensure they are doing the appropriate personal financial planning, and also for preparing them for beneficiary and future trustee roles.

Personal Handbooks

Our process-driven document organization system helps give you peace of mind knowing all of your critical financial documents are continuously reviewed, organized, and secured for whatever life event may occur. Your handbook is important for your success because not only does it help you plan for your financial future, but it gives your estate a blueprint for action when the unthinkable happens. When that day comes, The Welch Group will be there for you and your family.

There is so much we can offer your family in terms of financial management, wealth protection, growth, and confidence. It all starts with the first call — the first conversation.

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, a 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.