A complete list of active advisors currently associated with Welch Private Wealth

Warmer can help you find a great advisor at Welch Private Wealth or one who fits your needs even better.

Welch Private Wealth provides comprehensive financial planning, project-based planning, and discretionary investment management primarily for individual and high-net-worth clients. The firm also periodically offers educational seminars and workshops for groups and the public. The firm’s investment process blends fundamental analysis with Modern Portfolio Theory to create customized investment policy statements and asset allocations, and it can incorporate socially responsible (ESG) strategies at a client’s direction. Services are offered under multiple billing arrangements — including fixed-fee projects, hourly engagements, and asset-based management — and clients receive written or electronic financial plans with ongoing monitoring. Distinctive features disclosed in the brochure include the firm’s provision of paid seminars and hourly planning engagements, and its use of project-based fixed fees, which are relatively uncommon for firms without active registered advisors. The firm reports no assets under management and discloses the principal’s outside full-time role as an F‑35 instructor pilot in the U.S. Air Force Reserves, a business‑activity detail noted in its regulatory filings.

To learn more about the advisors currently working at Welch Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.