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Our Process

Our Process

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<span><b>Financial Strategies <br/>For You</b></span>

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?

Meet David Weld, ChFC®, LUTCF®
Dedicated to Lasting Relationships

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.

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  • 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.

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  • 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.

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Insights

 Weld Asset & Risk Management is all about your financial education.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

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Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

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The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

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Where Is the Market Headed?

Where Is the Market Headed?

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Disability Income

Disability Income

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Rebalancing Your Portfolio

Rebalancing Your Portfolio

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Financial Strategies in our DNA

Weld Asset & Risk Management has years of experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Ready to Strategize? 

Fill out the form and we’ll be in touch to talk about your financial needs.

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