The Welch Financial Advisory team provides families and business owners with wealth management solutions, including income generation, asset-allocation guidance, individual security selection, and other diversification strategies. In addition to seeking wealth preservation and enhancement, many of the team’s clients rely on their assets to generate a regular income stream. For discretionary portfolio management accounts, the Welch team constructs customized portfolios that are dependent on its clients’ goals, risk tolerance, and various unique factors to create a comprehensive strategy.