The Welch Group
  • Proprietary Investment Process
  • Growth Strategy with a Safety Net™
  • Retirement Analysis
  • Education Planning

Investment Management

Growth Strategy with a Safety Net– Our trademarked investment strategy, the Growth Strategy with a Safety Net™, focuses on growing your assets while providing predetermined cash flow for years into the future.

Retirement Analysis – Our proprietary retirement analysis gives you a clear picture of how your cash flow needs are met and how your assets will play out over of the course of your life.

Fee Only – 100% of our compensation comes from our client. No sales pitch, commissions, no products. Our goals are aligned and recommendations put your best interest first.