Introducing our Wealth Planning Suite
Does your investment portfolio match your objectives?
Do you understand your holdings?
Is your estate plan current?
Have you created a financial plan?
Get started organizing, understanding, and controlling your wealth with a complimentary Initial Consultation and Portfolio X-Ray©, followed by an Estate Plan Review and Financial Plan when you become a client.
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Includes our √ Initial Consultation √ Portfolio X-Ray© √ Estate Plan Review √ Financial Plan
Estate Plan Review
*There is no fee for the Initial Consultation or Portfolio X-Ray© for prospective clients. Portfolio X-Ray© is a Morningstar product that Welch & Forbes maintains a license for its use. The Estate Plan Review and Financial Plan are provided only to clients.