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

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are 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

Learn more about the Emmendorfer Welch Wealth Management Group.

Latest Insights

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Coping mechanisms for equity market volatility

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.

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Kevin Emmendorfer, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager

Ashli Welch

Vice President - Financial Advisor, Senior Portfolio Manager

Kraig Emmendorfer

Associate Vice President - Financial Advisor

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Alex Arriaga

Client Associate

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