- Warren Buffet
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.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
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.
Learn more about the Emmendorfer Welch Wealth Management Group.
Despite generational differences, the obstacles donors face around giving are largely the same.
Kevin Emmendorfer, AWM
Ashli Welch
Kraig Emmendorfer
Paige Klein
December 30, 2024
Market week
May 20, 2022
Social Security fundamentals