Stewart H. Welch, III founded his company in . He is the managing member of The Welch Group, LLC which specializes in providing fee-only Wealth Management services to affluent healthcare professionals and retirees throughout the United States. He is also the Chairman of the Investment Committee. Money, Worth, Mutual Funds Magazine and Medical Economics have named him as one of the top financial advisors in the United States. Bloomberg Wealth Manager named The Welch Group, LLC one of the top Wealth Management firms in the country. Mr. Welch has authored (or co-authored) four books The Complete Idiot's Guide To Getting Rich (Alpha Books, NY, NY) J.K. Lasser's New Rules for Estate and Tax Planning (John Wiley Sons, Inc., NY, NY) J.K. Lasser's Estate Planning for Baby Boomers and Retirees (Macmillan, USA) and Minute Guide to Personal Finances for Newlyweds (MacmillanSpectrum). In addition, Mr. Welch is a financial columnist for The Birmingham News. He has appeared on various TV and radio shows including CNN (NY), Fox News Network (NY), CNBC (NJ) and is often quoted in the national press including Wall Street Journal, Fortune, Money and The Street.com. A Certified Financial Planner practitioner since , Mr. Welch is a past member of the Board of Directors for the Certified Financial Planner Board of Standards Inc. He also has served on the Charles Schwab Co., Inc. Institutional Advisory Board and as president of the Birmingham Estate Planning Council.read more ...read less ...
republican
denver
investments
milwaukee
small business
san francisco
University Of Alabama
Mt Brook High School
Author
Motivational Speaker
The Welch Group
Trainer At Peak Potentials Training
Fee For Service Financial Planner
Llc; Team Worldwide
Llc & Get Rich On Purpose Tm
Managing Member & Founder At The Welch Group
Assistant Trainer At Peak Potentials Training
Fee For Service Financial Planning & Wealth Management
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