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. These holistic services are carefully combined and customized to create a financial planning strategy designed to address all your wealth management needs.

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.

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. We 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.

Our proprietary legacy trust strategy allows you to provide financial security for generations of heirs. The team approach taps into the expertise of all the different planning disciplines to ensure your estate is passed along 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.

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 and help you obtain the appropriate policies and coverages.

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.

We achieve our wealth management philosophy through:

Collaboration

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.

Management

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.

Education

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 gives your estate a blueprint for action when the unthinkable happens.

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.