Peter D. Welsh

Peter Welsh is an advisor who is as interested in your financial well-being as much as he is in his own.  Why is this, you ask?  It stems from his background of being a team-oriented individual and wanting to do what is best for others.  

Pete is a successful businessman who has run a manufacturing firm with over 600 employees.  This required teamwork and planning for the future.  These are the same skills he brings to his client relationships. 

His education and background were finance and accounting and that is what motivated him to pursue financial planning after the company he managed was sold in 1999.  His entry into the financial planning arena in 2000 has allowed him to adapt to both up and down market cycles.  With over 20 years of management experience, he understands both your personal and business needs and stands ready to serve them. 

The key to any successful financial plan is to understand your needs and to creatively find the right solutions for each individual.  No two plans are alike and should not be approached in the same way.  Pete gets no greater joy than when a plan is developed, implemented and is successful. 

Are you prepared for the future?  Are you protected against the unknown? Do you wonder if you are taking too much or too little risk?  Let Pete bring his unique perspective to financial planning and the capital market to answer these questions together and develop a plan aimed at your financial success.