“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.”
Our Value Proposition:
1. WelshireSM Wealth Management – Four-Step Advance & Protect Process
A Guide to Making Investment Decisions
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.
Welshire Capital Wealth Planning and Management
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”.