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At our firm, we have the client—and only the client—in mind.

Weld Asset & Risk Management

Weld Asset & Risk Management

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. Weld Asset & Risk Management takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

David Weld, ChFC®, LUTCF®



David Weld has been working with individuals and businesses in Pennsylvania, for over 3 decades. He holds professional designations and qualifications such as, Chartered Financial Consultant(ChFC®), Life Underwriter Training Council Fellow(LUTCF®). These help him to offer a variety of investment and insurance products. David attended Millersville Univeristy of Pennsylvania where he obtained his bachelor of science degree in business finance.

David is dedicated to developing lasting relationships with his clients, and believes in helping assess your financial goals. 

David is always researching and educating himself with the market. He likes to keep abreast with financial products, and services so he may provide clear, easily understood explanations.

In David's free time you will find him fishing, hunting, and volunteering as a scout leader. 

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.