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H. Fred Welch, CFP

Managing Director - Investments

Helping Clients Succeed Financially

I help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of my practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

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Services

Planning for Retirement

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.

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Individual Retirement Account (IRA)

An IRA lets you save for your retirement and take advantage of tax benefits. Find out ideas on how we can help you reach your retirement goals with an IRA.

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The LifeSync® Experience

The LifeSync® experience helps you sync your finances with your values, priorities, and goals into one cohesive lifelong experience that evolves with you.

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College Savings Plans

Saving up for your child’s college education doesn’t have to interfere with retirement goals. Find out how 529 plans and trust funds may work for you.

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401(k) Distribution Options

If you’re changing jobs or retiring, you generally have four options for your qualified employer–sponsored retirement plan (QRP) assets. Find out more about your choices for those assets.

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2026 Outlook: Trendlines over headlines

Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.

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Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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