Todd W. Welch, founder of Welch Wealth Management, focuses on guiding clients on how to preserve and manage wealth. The idea to start his own firm came from the desire to create a practice that truly centered on the client and provided the highest level of service and planning.
Todd excels at developing a uniquely customized approach for each client’s planning needs, objectives and goals. With Todd, the entire process revolves around the client. Professionals, corporate executives and business owners rely on him for financial strategies.
Todd believes that financial planning is about a person’s values not just their money. His focus is on protecting someone’s purchasing power, not simply their principal. He feels it is important to develop the right retirement plan for an individual’s situation by utilizing tools that help manage taxes, market volatility and risk.
Prior to forming Welch Wealth Management in 2009, Todd spent five years as a financial advisor at PNC Investments. Covering the Bryn Mawr, Narberth and Gladwyne branches and surrounding areas, he was able to increase advisory and brokerage assets under management by 13 million dollars a year. By the end of his tenure at PNC Investments, Todd and his partner Ben were managing over 90 million dollars for their clients.
Todd received his Bachelors in Business Administration from Texas State University, and his Masters of Business Administration from Sam Houston State University.
A resident of Royersford, Todd devotes his free time to his family and enjoys a wide range of outdoor recreational activities.