Financial Planning & Investment Management

for working professionals

for pre-retirees

for retirees

for widows/widowers

Providing financial clarity and peace of mind
Helping you grow, protect, and enjoy your wealth

The Wela Client Experience

We stand apart from other firms and perhaps your current financial advisor through

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Exceptional Service

Personalized, intentional, and responsive support delivered with a warm, welcoming touch.

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Fair and Transparent Pricing

Intentionally lower fees designed to align with your long-term success.

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A Living Financial Plan

A structured plan, delivering tangible results, that evolves as your life and priorities change.

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Client Centered

A great team of people supporting your needs and goals with old fashioned service and modern technology.

We Do Our Best Work For

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Through decades of service, we've found that there are unique & impactful decisions to be made at certain points of life

Our Process

A quick look at our straightforward process for getting to know Wela , and becoming a valued client.

Let's Talk

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Digital Form
1-3 Minutes

Answer a few simple questions from our Let's Talk Form
Self schedule a preliminary chat

Let's Talk

Preliminary Chat

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On Zoom
20 - 30 minutes

Answer your initial questions
Confirm your top reasons for seeking guidance
Explain our straightforward process
Discuss the next steps in working together

Discovery Meeting

Man and woman sitting across from each other at a table with coffee cups in a room with large windows and framed pictures on the wall.

In Person or Zoom
45-60 Minutes

Know your financial goals, pain points, and behaviors
Collect all financial and emotional data to build your financial plan
Review our service offerings, pricing, and next steps

Plan Presentation

Three people in a meeting room with one person presenting data on a bar chart while another types on a laptop and a third listens.

In Person or Zoom
45-60 Minutes

Present your personal financial plan and our recommendations
Review top financial strengths, weaknesses, and opportunities
Offer our proposal for how we can best partner together
Take your time deciding if you want to work with us

You're a Wela Client

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1-30 days

Signing Party and Official Onboarding Meeting
Deliver the resources needed for a successful partnership
Feel welcomed, informed, educated, and excited
Have confidence in what to expect going forward

Ongoing Client Service

Our service model focuses on consistency and buildint long-term client relationships

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90 Day Review

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Six Month Check Ins

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Annual Reviews

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Unlimited Support

Education

Engagement

Wela At a Glance

Assets under management ²

$653M

Client Retention Rate ¹

97%

Amazing Team Members

Years serving clients

Customer Satisfaction ³

93%

_{1 - previous twelve month rolling period
2 - as of January 2026
3 - 2024 client satisfaction survey}

Financial Planning & Investment Management

for working professionals

for pre-retirees

for retirees

for widows/widowers

The Wela Client Experience

Exceptional Service

Fair and Transparent Pricing

A Living Financial Plan

Client Centered

We Do Our Best Work For

Pre-Retirees

Retirees

Working Professionals

Widows / Widowers

Our Process

Let's Talk

Preliminary Chat

Discovery Meeting

Plan Presentation

You're a Wela Client

Ongoing Client Service

90 Day Review

Six Month Check Ins

Annual Reviews

Unlimited Support

Education

Engagement

Wela At a Glance

$653M

Meet the Team