Does your investment portfolio match your objectives? Do you understand your holdings? Is your estate plan current? Have you created a financial plan?
The Wealth Planning Suite
Get started organizing, understanding, and controlling your wealth with a complimentary Initial Consultation and Portfolio X-Ray©, followed by an Estate Plan Review and Financial Plan when you become a client.
Includes our √ Initial Consultation √ Portfolio X-Ray© √ Estate Plan Review √ Financial Plan
Estate Plan Review
*There is no fee for the Initial Consultation or Portfolio X-Ray© for prospective clients. Portfolio X-Ray© is a Morningstar product that Welch & Forbes maintains a license for its use. The Estate Plan Review and Financial Plan are provided only to clients.