Individuals & Families

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Individuals & Families

Our clients are unique and profoundly interesting. Their diversity energizes us and challenges us creatively. Their complex life objectives make us think deeper and work harder. Guided by our commitment to our client’s long-term success, we listen closely to build a portfolio that fully integrates every limb of the client’s financial tree.

As we have grown over the years, we still view ourselves as a boutique offering. We have maintained a mindset of nimbleness and flexibility. Decisions are made by competent problem solvers at the client level. The result is a fully-integrated financial plan and investment portfolio.

Families

We understand that each family has its own unique dynamics to navigate.  Financial planning and investment management are only the beginning of how we work with families across multiple generations.

Trust Entities

Trustees have significant, at times burdensome, responsibilities. We work proactively with trustees to invest assets of the trust responsibly, within the guidelines of the trust document, for the ultimate benefit of the beneficiary.

Physicians

You focus on your patient’s needs, we focus on your financial goals. Our mission is to bring complete organization of your financial life to allow you more time to be at your highest and best use both professionally and personally.

Attorneys

An attorney’s hourly demands are high. Efficiency of your day is of critical importance.  Our role is to shepherd your financial affairs allowing you more time on task at work and home.

Entrepreneurs

We understand that your business is your life’s work. We’re committed to being your partner in navigating and thinking through complicated situations before and after you sell your business. Then we craft a plan to manage and maintain the longevity of your assets post liquidity event.

Women in Transition

Life’s biggest transitions rarely occur at a convenient time. When your life changes, you need a good listener with an empathetic ear, with the right training and experience to guide you into your next chapter. We aim to be exactly that.

Corporate Executives

We help you maximize your executive benefits and fill the gaps with trusted outside partners as needed. We keep track of your entire financial life and make sure you and your family are on pace with your long-term destination.

“A goal without a plan is just a wish.”
Antoine de Saint-Exupéry

Have you ever had an advocate? A really true advocate who is absent of judgment yet encourages you to think critically about your situation and your decisions? This is the crux of our planning process. No products. Just championing your goals thoughtfully.

Where do we have opportunity? Where do we have risks? Do we have enough insurance? Do we have enough to retire? Is what we have more than we need to sustain ourselves? Can we do more for our heirs? Can we be more philanthropic? Give us time and all of this, perhaps more, will be answered for you.

“It does not do to leave a live dragon out of your calculations, if you live near him.”
J.R.R. Tolkein, The Hobbit

In nearly 30 years of investing, we have learned a thing or two. We’ve learned from our successes, yes, but more importantly, we have learned there is no one solution, no absolute formula. The investment markets humble the best and brightest minds on a regular basis, and investing is complicated and simple at the same time.

So, we listen to you. Then we think about what you said was important and design a portfolio for you. You should understand your portfolio. Believe in it. And be prepared for what might lie ahead, good and bad. Hopefully, you can then take a comfortable seat and watch the money you worked for…work for you.

Questions about our services? Visit our FAQ page.

Services

Institutions

At Welch Hornsby, we aim to bring financial stability and health to your unique entity.
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Services

Participant Directed Retirement Plans

We assist with everything from drafting investment policy statements to negotiating fees with vendors.
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Need more information? Contact us.

For more detailed information, to arrange a Welch Hornsby presentation and for all general inquires please email info@welchhornsby.com or fill out the contact form below.

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