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How does the advisor help clients – Key Takeaways:
Facts and Insights
Welinsky and Welinsky CPAs is a leading financial advisory firm with years of experience in providing comprehensive financial services to their clients. As industry experts, the firm is committed to guiding clients towards achieving their financial goals through sound advice and expert strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 15 years |
Leveraging their team of highly skilled and experienced advisors, Welinsky and Welinsky CPAs have built a strong track record of success and growth in their 15 years of business. With $500 million worth of assets under management, their numbers speak for themselves.
Financial Services Offered:
Welinsky and Welinsky CPAs offers a wide range of financial services, including but not limited to:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
Their holistic approach allows clients to receive a comprehensive financial plan tailored to their unique needs and goals.
Client Types:
Welinsky and Welinsky CPAs work with a diverse client base, including:
- Individuals
- High-net-worth individuals
- Business owners
- Entrepreneurs
- Corporations and businesses
The firm’s ability to cater to various client types showcases their flexibility and expertise in handling different financial situations and needs.
Fees & Compensation:
Welinsky and Welinsky CPAs operate on a fee-only basis, which means they are compensated solely by their clients and do not receive any commissions or incentives for recommending certain products or services. This eliminates any potential conflicts of interest and ensures that their advice is always in the best interest of their clients.
Background:
The firm was founded by John and Jane Welinsky, a husband and wife duo with over 30 years of combined experience in the financial industry. They believe in building strong relationships with their clients and providing personalized and top-quality services.
Financial Advisor Disclosures to Know:
As a registered financial advisory firm, Welinsky and Welinsky CPAs comply with all necessary regulations and disclosures. This includes providing clients with a Form ADV, which outlines their services, fees, and any potential conflicts of interest.