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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Car Affordability

How much can you afford to pay for a car?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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.

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

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