It's not just your money. It's your life.


"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffet


Welcome to our website

Our group specializes in two specific areas. We offer customized personal needs analysis for lifetime planning and customized portfolio management strategies. Managing wealth effectively requires an ongoing commitment to education and adapting to an ever changing tax and market environment. As part of this process we are always restructuring our methodology for managing market risk to help create and sustain wealth.  We care more about you and your money than anyone else who doesn't share your last name.


Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more in Global Insight Monthly

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Meet the team

Emmendorfer Welch

Learn more about the Emmendorfer Welch Wealth Management Group.

Latest Insights

U.S. Treasury

Dog days of policymaking

It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve and Treasury highlighting institutional weaknesses instead of playing to their strengths.

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Kevin Emmendorfer, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager

Ashli Welch

Ashli Welch

Vice President - Financial Advisor, Senior Portfolio Manager

Kraig Emmendorfer

Kraig Emmendorfer

Associate Vice President - Financial Advisor

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