What part of your wealth planning and wealth management would you like to change, develop, or improve?  Do you need help with your financial planning, retirement planning or 401(k) rollover? When is the last time someone reviewed your overall plan?  Do you understand your investment options?  Are you advancing AND protecting your portfolios? 

Welshire Capital, LLC’s Private Wealth Management process uses a four step approach to advance and protect their clients’ wealth.  Welshire’s four step investment process is: research, respond, advance, and protect. Research is   reviewed on a weekly basis during our Investment Policy Committee (IPC) meetings.  During these meetings, data is presented to the IPC and reviewed with our clients’ portfolio models in mind.  Action can be taken weekly or monthly if necessary.  In general, our philosophy is that doing something is better than doing nothing.  As Sir Winston Churchill said, “Success is not final, failure is not fatal.  It is the courage to continue that counts”.  

 

  A Guide to Making Investment DecisionsSmart Portfolio Answers

Today the economy is threatening to take apart your wealth like never before. You need to know the tools to help disarm these potential threats. Welshire Capital has put together the Guide to Making Investment Decisions to walk you through some dangers that could impact whether your portfolio will meet your future needs.

 

Click Here - It's Free!

 

 Wealth Planning Management Video

   A Guide to Making Investment Decisions 

             Family Wealth Plan Video   
 

  
 Our Mission Statement 
Our passion is to creatively inspire our clients to live their lives to  the fullest through helping them identify and attain their personal and financial goals. 

We accomplish this mission through education, communication, and striving for consistently remarkable service and results.

 
Value Proposition
The Welshire Capital value proposition is to provide the ultimate  client experience.      
  • We help you accomplish your goals for the reasons that are important to you.
  • We provide accountability through an inspiring financial strategy.
  • We engender trust by responding to your needs and wishes with genuine care.
  • We tell the truth, directly and succinctly, in a way that is all about you.
  •   Our relationship with you is fostered by striving for clear and concise communication and education. We aim to be prompt, thorough, do what we say, finish what we start, and being courteous. 
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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