Financial Strategies
For You
From retiring early to funding a college education to fueling your passion for philanthropy, Weld Asset & Risk Management wants to know what’s important to you, your spouse, and your family — and how you see your needs changing over time. How can we help with your financial needs?
Dedicated to Lasting Relationships
Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired Weld Asset and Risk Management to pursue a career in financial services to help people live a life focused on what’s truly important.
- Retirement Planning
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
- Estate Management
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
- Investment Strategies
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual enjoy the journey.
