Mission Statement

Complimentary Consultation

During the initial consultation, we will work with the client to determine their personal goals and requirements. To help the client to develop an investment strategy that’s right for them, we will explore:

Customized Investment Proposal

Using the information gained during the client’s complimentary consultation, we will draft an investment strategy personalized to the client’s unique goals and risk tolerance. We will present this proposal to the client during a second appointment and detail their specific recommendation for their portfolio. Once the client has decided to give us the opportunity to manage their portfolio, their dedicated New Business Coordinator will prepare the necessary transfer and account paperwork.

Advisory Team

To help satisfy the client’s unique financial planning requirements, we bring together some of the area’s best of breed professionals in the following disciplines:

Ongoing Communication

We believe that ongoing communication and current information is essential to the success of any individual investment strategy. We maintain frequent contact with their clients through:

Confidentiality

All investor information is handled with the strictest concern for client confidentiality by meeting or exceeding the high standards of the securities industry. No information about the client’s finances, employment, or personal history will be released in either verbal or written form to anyone other than a member of our team and investment companies whose products are held in the client’s portfolio.

Raymond James

Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 4,850 financial advisors serving 1.7 million accounts in 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $209 billion, of which approximately $35.4 billion are managed by the firm’s asset management subsidiaries.

Raymond James supports fee-based financial advisors with one of the industry’s most robust technology platforms and largest advisory services teams. Their dedicated business development team addresses the unique market needs of affiliated financial advisors by providing customized business solutions to help achieve long-term growth objectives. Raymond James Financial Services, Inc. is a registered broker-dealer and SEC registered investment adviser, member FINRA and SIPC. Raymond James helps Welch with technology, product due diligence, compliance, and research.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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