Financial planning & investment management

for working professionals

for pre-retirees/retirees

widows/widowers

We provide honest financial advice, build financial plans you understand, respect your money, monitor your progress, and keep in touch; for an affordable price.
We serve clients with courtesy, candor, and care.

We do our best work for a select group of people

Through decades of service, we've found that there are unique & impactful decisions to be made at certain points of life:

Working Professionals

• You're experiencing great career and income growth, and want to set yourself up for success.

• You're a high income earner, and building wealth is important, and probably between 25-50 years old.

• You want to achieve greater financial freedom amidst your career and life hustle

View Success Story

Pre Retirees/Retirees

• You are the the doorstep of retiring (5 years or less) or living in retirement.

• You are ready to enter your golden years with a sense of financial freedom and confidence

• Secure a financial legacy, while freely enjoying extra time and money

View Success Story

Widows/Widowers

• A new life situation has caused a new financial situation, and you need help.

• You want and help navigating through a difficult life situation.

• We can help provide you with the financial support, guidance, and resources.

View Success Story

Our Process

A quick look at our straightforward process for getting to know Wela and becoming a client.

Let's Talk

Digital Form
1-3 Minutes

Answer a few simple questions from our Let's Talk Form
Upon completion, you can schedule your preliminary chat with one of our CFP's®
We will reach out to you within one business day to set up a preliminary chat if you didn't self schedule

Let's Talk

Preliminary Chat

On Zoom
20 - 30 minutes

Reconfirm your top reasons for seeking guidance
Answer your initial questions
Explain our straightforward process
Discuss our next steps if we both feel there may be value working together

Discovery Meeting

In Person or Zoom
45-60 Minutes

Understand your top financial and emotional reasons for seeking help
Collect all needed data to build your personalized financial plan
Know your financial goals, pain points, and what success looks like for you
Review our next steps, services, and pricing

Plan Presentation

In Person or Zoom
45-60 Minutes

Present your tailor-built, goal driven financial plan
Show you our recommendations based on your specific situation
Offer our proposal for how we can partner together to improve your financial landscape
Take your time deciding if we should partner together OR if you will self-implement

You're a Wela Client

1-30 days
Serving clients locally and nationwide

Sign necessary client, compliance, and transfer forms
Provide you with all resources you need for a confident and successful partnership
Feel welcomed, informed, and educated
Know what it means to be a Wela Client and what to expect going forward

Ongoing Service

Take a look at what happens after becoming a Wela client

90 day review

Confirm our relationship, services, accounts, and expectations are aligned.

Six Month Check-In

Wellness check that our relationship is working as intended.

Annual Review

Make sure your financial plan and investment accounts are working in synergy.

As Needed

calls, emails, in person, or Zoom meetings. We're always here for you.

The Wela Way

There's financial planning, and then there's the Wela Way:

Independence

Registered investment advisor
Held to fiduciary standards
Work for the sole benefit of our clients

Investment Philosophy

We have firm convictions
We are disciplined and keep a long-term perspective
Fundamental investing, not market timing

Pricing

Our fees are lower than industry averages
No commissions
No trade costs

Communication

Keep you informed & updated
Speak in clear & simple terms
Prompt & thoughtful responses to your needs

Technology & People

Modern Technology, Old Fashioned Service
We use technology to engage our clients, not avoid them
We use our technology and people to better serve you

Financial planning & investment management

for working professionals

for pre-retirees/retirees

widows/widowers

We do our best work for a select group of people

Our Process

Let's Talk

Preliminary Chat

Discovery Meeting

Plan Presentation

You're a Wela Client

Ongoing Service

The Wela Way

Meet the team

Not ready to talk yet?