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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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