The Welch Group

The Welch Group is a financial services and wealth management company with a mission to enrich the lives of its clients, colleagues, and the community. Established in 1984 by Stewart H. Welch, III, the company recognized the need for impartial and trustworthy financial advice in the Birmingham community. As one of the pioneer firms offering fee-only investment management and financial planning services, The Welch Group has been dedicated to helping clients secure their financial future. The company's fee-only wealth management services encompass investment management and financial planning aimed at empowering clients to take control of their financial futures and retirement. The Welch Group adopts a personalized team approach and offers two service models to cater to clients' financial goals. These include the Limited Family Office providing comprehensive wealth management services focusing on financial, charitable, tax, estate, and generational planning, and the Wealth Management model offering investment portfolio management, cash flow analysis, estate, tax, and retirement planning services. As of the latest available information, there is no specific data regarding the company's last investment or the involved investors. Headquartered in the United States, The Welch Group continues to play a significant role in shaping the financial well-being of its clients and the wider community, upholding its founding principles of trust, integrity, and client-focused financial guidance.