Broker Check

Our Mission

Weld Asset and Risk Management is committed to ensuring that you, as the client, have a sense of security knowing that I will take the time to understand you, and your financial situations to ensure all your needs are met in an open, honest fashion.

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Services

Our Services

We create strategies that are tailored to your needs and goals.

Learn more
Our Team

Our Team

Years of experience have prepared us to guide you through your life transitions.

Learn more