The Welch Group

Too often, financial advisors focus only on investment management and neglect your other resources and assets – like social, family, health, cash, insurance, business, and estate. Instead of enhancing just one part of your life, the Welch Group takes a holistic approach to wealth protection that helps you live your best life.

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Summary of Our Wealth Management Philosophy

  1. Multidisciplinary Team Approach – The individuals that will make up your team each have an area of expertise – from insurance to estate planning. By not employing a team of generalists, you get the benefit of decades of experience in the intricacies of the financial world. Coupling the deep knowledge of your team with their independent and objective perspective gives you peace of mind.
  2. Proactive Risk Mitigation – In the litigious society in which we find ourselves, families of wealth can find themselves “targets of opportunity.” As part of our proprietary Wealth Management Index process, we review your personal finances and determine what strategies should be considered in order to shield assets from legal judgments.
  3. Cost-Efficient Solutions – The Welch Group is all about producing practical, cost-efficient financial solutions. We keep up-to-date on the complexities of the financial world while coordinating your family goals, estate plans, income tax preparations, insurance needs, business interest, investments and day-to-day issues.

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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.