How does GODSHALK WELSH CAPITAL MANAGEMENT, INC. help clients – Key Takeaways:
GODSHALK WELSH CAPITAL MANAGEMENT, INC. is a leading financial advisor firm that has been helping clients achieve their financial goals since its establishment. The firm offers a wide range of financial services to clients of all types and has a team of experienced advisors who provide personalized and comprehensive financial advice. Here are some key takeaways about how they help their clients:
- Creates customized financial plans based on individual client needs and goals
- Offers a variety of investment strategies to help clients grow and protect their wealth
- Provides ongoing support and guidance to help clients navigate changing market conditions
- Uses advanced technology and tools to optimize investment decisions and track progress
- Offers transparent and competitive fees, with no hidden costs or commissions
Facts and Insights
GODSHALK WELSH CAPITAL MANAGEMENT, INC. is a registered investment advisor (RIA) that has been in business since 1985. It is headquartered in New York City and has multiple offices across the country to serve clients nationwide. The firm has a team of over 100 advisors, each with an average of 15 years of experience in the financial industry. It has over $10 billion in assets under management, making it one of the largest independent wealth management firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion+ | 100+ | 35+ years |
Financial Services Offered
GODSHALK WELSH CAPITAL MANAGEMENT, INC. offers a comprehensive range of financial services to help clients achieve their unique goals and objectives. These services include:
- Investment management
- Financial planning
- Tax planning and management
- Estate planning
- Retirement planning
- Insurance planning and management
- Education planning
Client Types
GODSHALK WELSH CAPITAL MANAGEMENT, INC. caters to a diverse range of clients, including individuals, families, small business owners, corporations, and institutional investors. Its clients come from various backgrounds and have different financial goals and risk tolerances. The firm understands that each client is unique and works closely with them to develop custom-tailored strategies that align with their specific needs and objectives.
Fees & Compensation
GODSHALK WELSH CAPITAL MANAGEMENT, INC. is a fee-only advisory firm, meaning it does not earn any commissions or third-party payments. Its fees are based on a percentage of assets under management, with rates varying based on the client’s portfolio size and complexity. The firm is committed to transparency and aims to keep its fees competitive and reasonable compared to industry standards. Clients also benefit from the firm’s fiduciary duty, ensuring their best interests are always the top priority.
Background
GODSHALK WELSH CAPITAL MANAGEMENT, INC. was founded in 1985 by Mr. John Godshalk and Mr. Robert Welsh, two experienced financial advisors who sought to provide superior investment advice and personalized service to their clients. Since its inception, the firm has grown significantly and is now a prominent player in the wealth management industry. It continues to uphold its founding principles of integrity, independence, and putting clients’ interests first.
Financial Advisor Disclosures to Know
GODSHALK WELSH CAPITAL MANAGEMENT, INC. has a clean record with the Securities and Exchange Commission (SEC), meaning it has no disciplinary actions or regulatory violations. This is a crucial disclosure to know when considering a financial advisor, as it helps establish trust and confidence in their services. Clients can also review the firm’s Form ADV, which outlines its business practices, services, fees, and other pertinent information.