Welshire Advisors

We help you keep together what you worked so hard to put together. Nationally we bridge our relationships through technology to deliver scale and deep expertise with our team of CFA's and CFP's to build an end to end plan that meets your unique needs across insurance, securities, and social capital. Welshire Advisors is a Member Firm of Valmark Financial Group, a 59-year-old, invitation-only group of 110+ independently-owned wealth and insurance advisory firms. As a collective group, Valmark Member Firms have over $50 billion of life insurance in force and an estimated $6 billion of assets under management, with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Welshire Capital LLC and Welshire Advisors are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities or Welshire Capital or Welshire Advisors and have not been approved prior to posting.

网站

https://www.Welshire.com

Welshire Advisors的外部链接

所属行业

金融服务

规模

2-10 人

总部

Onalaska，WI

类型

上市公司

创立

1984

领域

Financial Planning、Financial Services、Retirement Income Planning、Charitable Planning和401K