Welch Financial Advisory Team

William Blair Private Wealth Management

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.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients' evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

Thought Leadership

2019 Tax Reference Guide

William Blair Private Wealth released a 2019 Tax Reference Guide that summarizes tax obligations along with exemptions for 2019.

Inspiring Philanthropy Across Generations

For philanthropic families, charitable giving is more than just a way to strengthen their communities and support causes that are dear to their hearts. Philanthropy is a central part of the family’s mission, values, and legacy.

Sustainability: A Climate of Opportunity | Client Focus Q1 2019

Companies are responding to customer and investor demands for brands and products that are better for the environment and society by adopting a host of sustainable initiatives.

Private Wealth News

William Blair Hosts First Diversity Group 'Out in Finance' Event

More than 125 financial services professionals attend the first gathering of Out in Finance, a new network for LGBTQ+ professionals, hosted by William Blair.

Eventbrite, Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Eventbrite, Inc. (EB $16.02), a leading ticketing and event planning technology platform for the middle-market live event industry.

Economics Weekly: Is Labor Starting to Demand (and Get) a Bigger Slice of the Pie?

In this week’s Economics Weekly, we examine some of the possible reasons behind the decline in the labor's share of national income, and where it might be heading next.

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The William Blair Building
150 North Riverside Plaza
Chicago, IL 60606
+1 312 236 1600

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