Create a legacy of positive change
Looking for ways to maximize your charitable contributions while building and sharing wealth?
Whether you're a passionate individual, a business owner, or a nonprofit organization, our team of financial experts will design a plan to guide you through strategic giving and sustainable philanthropic services.
Be a part of something greater with Welsh Financial.
SERVING CLIENTS AND COMMUNITY FOR OVER 39 YEARS
Philanthropy
Our success is helping you succeed
How we bring the Welsh advantage
• Discuss wealth preservation
• Walk through Socially Responsible Investing (SRI)
• Set up communication with foundations in the community
• Help you plan taxes for charitable contributions
Put your hard work to good use –
Choose Welsh Financial
our EXPERTISE
areas of focus
Strategic Tax Planning & Consulting
Succession Planning
Business Planning
Estate & Legacy Planning
Investment Strategy & Asset Allocation
Guided Philanthropy
Family Wealth Management
Holistic Review
Qualified Retirement Plans
Financial Decision Consulting
Want to protect & build
your wealth?
Book a free assessment of your business or personal needs.
