Founded in 1984 by Stewart H. Welch, III, The Welch Group, LLC provides “fee-only” Wealth Management services to a national clientele. We focus on 1) investment management, 2) retirement planning, and 3) estate planning for high net worth families. Our firm focuses on a four quadrant approach to wealth management. We focus on achieving competitive long-term investment returns while controlling risk and portfolio carrying costs. The firm is fee-only with no commission compensation. We are independent, unbiased and sell no proprietary products.
Mr. Welch has been recognized by both Money and Worth magazines as one of the nation’s top financial advisors and has been frequently quoted in the national press such as CNBC, Fox News Network, The Wall Street Journal, New York Times and Money. He is also the author of "J.K. Lasser’s New Rules for Estate and Tax Planning" and "The Complete Idiot's Guide to Getting Rich" along with two other books.
A team of advisors works with every client, offering a high degree of personalized and professional service. We would welcome the opportunity to discuss with you your financial needs and objectives. Acting like your personal Chief Financial Officer, we are here to make you the most effective CEO for the most important entity in your life -- you and your family.