- 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.
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.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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Learn more about the Emmendorfer Welch Wealth Management Group.
Understanding the challenges will make it easier to plan for retirement without fear of outliving your assets.
Kevin Emmendorfer, AWM
November 27, 2023
May 20, 2022
Social Security fundamentals