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Recent Investments The Welch Group has recently made significant investments in companies like International Paper, EnPro Industries Inc., and Arcosa Inc. This demonstrates an active interest in expanding their portfolio and potentially opens doors for partnership opportunities or financial consultations.

Tech-Savvy Approach With a tech stack including AppNexus, jQuery UI, and HSTS, The Welch Group showcases a tech-savvy approach in their operations. This emphasis on technology can be leveraged in sales pitches to highlight the company's forward-thinking mindset to potential clients who value digital innovation.

Wealth Management Expertise As a fee-only wealth management firm offering investment portfolio management, cash flow analysis, and retirement planning, The Welch Group positions itself as an expert in comprehensive financial services. This expertise can be emphasized in sales conversations to instill confidence in clients seeking holistic wealth management solutions.

Key Personnel Engagement The hiring of Beth Moody in 2011 and her continued tenure at The Welch Group indicates employee loyalty and the company's ability to retain key personnel. Highlighting the stability and expertise of long-term team members like Beth can enhance the company's credibility and attract potential clients seeking reliable financial advisors.

Revenue Range and Niche Focus With a revenue range of $0 - 10M, The Welch Group operates within a niche market that can appeal to clients looking for personalized financial services from a boutique firm. Sales professionals can capitalize on this by promoting the company's tailored approach to wealth management tailored to individual client needs.

Similar companies to The Welch Group

The Welch Group Tech Stack

The Welch Group uses 8 technology products and services including AppNexus, Font Awesome, Google Font API, and more. Explore The Welch Group's tech stack below.

AppNexus
Advertising
Font Awesome
Font Scripts
Google Font API
Font Scripts
prettyPhoto
Javascript Libraries
jQuery UI
Javascript Libraries
RSS
Miscellaneous
Priority Hints
Performance
HSTS
Security

Media & News

The Welch Group's Email Address Formats

The Welch Group uses at least 1 format(s):

The Welch Group Email Formats	Example	Percentage
First@welchgroup.com	John@welchgroup.com	94%
F.Last@welchgroup.com	J.Doe@welchgroup.com	2%
Last_First@welchgroup.com	Doe_John@welchgroup.com	2%
LFirst@welchgroup.com	DJohn@welchgroup.com	2%

Frequently Asked Questions

Where is The Welch Group's headquarters located?

The Welch Group's main headquarters is located at 3940 Montclair Rd Birmingham, Alabama US. The company has employees across 2 continents, including North AmericaEurope.

What is The Welch Group's phone number?

You can contact The Welch Group's main corporate office by phone at

+1-205-879-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Welch Group's official website and social media links?

The Welch Group's official website is welchgroup.com and has social profiles on LinkedIn.

What is The Welch Group's NAICS code?

The Welch Group's NAICS code is 519130 - Internet Publishing and Broadcasting and Web Search Portals.

How many employees does The Welch Group have currently?

As of October 2023, The Welch Group has approximately 27 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: K. W.President: A. W.Founder: B. W.. Explore The Welch Group's employee directory with LeadIQ.

What industry does The Welch Group belong to?

The Welch Group operates in the Financial Services industry.

What technology does The Welch Group use?

The Welch Group's tech stack includes AppNexusFont AwesomeGoogle Font APIprettyPhotojQuery UIRSSPriority HintsHSTS.

What is The Welch Group's email format?

The Welch Group's email format typically follows the pattern of . Find more The Welch Group email formats with LeadIQ.

When was The Welch Group founded?

The Welch Group was founded in 1984.

The Welch Group

The Welch Group

Financial ServicesAlabama, United States11-50 Employees

The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial future, he quickly realized a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms to offer fee-only investment management and financial planning services for clients.

As a fee-only wealth management firm, The Welch Group provides investment management and financial planning services to help clients control their financial future and retirement. We believe success is achieved through a personalized team approach and offer two service models to help meet our client's financial goals. Our Limited Family Office provides comprehensive wealth management services concentrated around financial planning, charitable and tax planning, estate planning, and generational planning.  Our Wealth Management model provides investment portfolio management, cash flow analysis, estate, tax, and retirement planning services.

Company Overview

Headquarters: 3940 Montclair Rd Birmingham, Alabama US
Phone number: ✕
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+1-205-879-****
Website: welchgroup.com
NAICS Code: 519130 - Internet Publishing and Broadcasting and Web Search Portals
Founded: 1984
Employees: 11-50

Media & News

Funding & Financials

$10M
The Welch Group's revenue is in the range of $10M

Funding & Financials

$10M
The Welch Group's revenue is in the range of $10M

Company Leadership

K. W.
Chief Executive Officer
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A. W.
President
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B. W.
Founder
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G. W.
Managing Member And Chief Compliance Officer
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H. S.
Member And Chief Investment Officer
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Employee Directory

J. S.
Partner, Vp Of Advocacy
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K. R.
Partner
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K. W.
Chief Executive Officer
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M. C.
Partner And Senior Advisor
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M. W.
President And Ceo
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