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Welshire Capital, LLC

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Welshire Capital, LLC

Mission statement:

Our Mission is to help our clients retire with confidence.

Overview:

The Welshire Capital Difference

·        We have genuine care for our clients.

·        We build long-term relationships based on full disclosure and complete
              confidentiality.

·        We listen carefully to discover our clients needs and wishes. The whole
               Welshire Capital team displays a sense of integrity and purpose that
               engenders trust.

·        We clearly demonstrate the knowledge and experience required to deal
               with the complex financial issues faced by affluent investors.

·        We address all of the key areas that affect our client’s wealth including tax
               minimization, estate preservation, asset protection, ensuring lifestyle,
               liability management and wealth accumulation.

·        We have a disciplined and prudent approach to Private Wealth Management
               that helps us make rational investment decisions, rather than ones
               based on emotion and hype.

·        We don’t try to be all things to all people. We know our limitations and are
               not afraid to seek outside assistance when necessary.

·        We have specialized in Retirement and Estate Planning since 1984.

·        We are fiercely independent and fee-based.

·        We avoid all conflicts of interest.

·        We are reliable, responsive and accessible to our clients at all times.

Our Philosophy...

Experience has taught us that financial success can come from having a set of guiding principles that serve as a framework for making decisions. This is our Philosophy...

Wealth management involves many disciplines and requires a variety of strategies including asset accumulation, preservation and distribution. As such, an effective wealth management plan must address all of these issues in a balanced and proactive way. Putting our client’s plans in writing is imperative. Market timing doesn’t work; time in the market can. Our goal is to help our clients be in the right place at the right time.

It may be more important to decrease risk and preserve capital than it is to increase returns. Diversification through anticipatory asset allocation is an effective way to manage risk and a portfolio’s return over the long haul.

When it comes to our client’s serious money, they prefer hiring professional money managers rather than trying to manage their money themselves. We counsel them to avoid investing in anything they don't understand. Benjamin Franklin said “Educations always pays the best dividends”   That is why we take the time to educate our clients before putting their investment capital at risk.

Specialties....

We specialize in providing retirement and estate planning. Many of our clients are doctors, professionals, executives and business owners.   We believe our system of private wealth management is really extraordinary. We aim for excellent performance and superior service throughout our clients retirement years.
We recognize that your future is our business

Vision:

Our vision is to provide our clients with effective leadership, clear direction and trust. We aim to accomplish this through education, communication and providing a service well beyond anything they have ever experienced on a consistent basis.

Toll Free: +1 800 829 7526

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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