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Wealth Management

The advisors at Welden Financial have managed portfolios for many wealthy and high-net-worth clients throughout the Southeastern United States and beyond. As we partner with you, we always work diligently on your behalf and in your best interest to help you develop a plan that can help you grow and maintain your wealth for generations to come. Read more about our wealth management approach below.

Risk Management

You have worked hard to accumulate your wealth and we will work diligently to preserve it for both you and future generations. Welden Financial uses unbiased third party research to make sure our portfolios are allocated in the best interests of our clients. As a result, our clients know that every decision made in their portfolio is driven by pragmatic analysis and research designed to provide the best possible risk management.

Tax Reduction Strategies

Benjamin Franklin famously said “….in this world nothing can be said to be certain, except death and taxes.” One of the biggest challenges to wealthy individuals is the uncertainty of the tax code. We proactively seek ways to minimize our client’s tax liability, while not at the same time hampering investment performance. A strict adherence to tax management of your portfolios could increase the net performance outcomes to your portfolio, and estate.

Fee-Based Investing

Every investor is driven by different financial goals. They want different outcomes for their capital and we pragmatically recognize these differences in our consultative process. The fee-based portfolios offered through Welden Financial allow us to serve the unique needs of each client.

Our fee-based portfolios eliminate conflicts of interest and position us on the same side of the table as our clients. There are three general themes to our process:

  • Markets will change and we will need to adapt your strategy.
  • While making money for our clients is important, not losing money is the priority.
  • A typical ‘Buy and Hold’ investment strategy only works if markets are going up.

Contact us if you would like to learn more about the Welden Financial difference.

Investment Management

One of the things our clients find most attractive about working with us is the proactive decisions we make based on our market research. As a manager of global assets, Welden Financial spends significant time and resources analyzing market trends and adjusting our investment portfolios to enhance our client’s results. We help our clients maintain and build wealth, so they are able to enjoy life to the fullest. We will also be there to help you weather the inevitable bumps and roadblocks along the way.

Consult with a financial advisor that understands your unique needs.