Why Welshire Advisors
In the Market Today, Customers are in the Throes of Chaos and Change
Taxes are on the rise, the US National Debt continues to climb, the stock market is volatile, people are living longer, complexity in business and estate planning continues; all while working your day-to-day job and taking care of your family. Many people don’t plan to fail, they fail to plan. Not having a plan is the barrier between someone achieving their financial and personal goals: retirement, charitable giving, leaving money for the next generation. It costs something to do something, and it costs something to do nothing. Quite often doing nothing costs much more.
We Help You Keep Together What You Worked so Hard to Put Together
Imagine if you could have your own personal CFO guiding you through these challenges and coordinating the different experts you have at your disposal. 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
Valmark is a distinguished, 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
999 Fourier Drive, Suite 100
Madison, WI 53717
Phone: (608) 841-1043
601 Carlson Parkway, Suite 1050
Minnetonka, MN 55305
1113 Riders Club Road
Onalaska, WI 54650
Phone: (608) 783-0003