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

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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

College aged woman studying on floor with computer.

Saving for college: 529 plans offer flexible and tax-smart education savings

Learn how 529s can be an effective tool to build a college fund for today and the future.

Read more

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

Alex Arriaga

Alex Arriaga

Client Associate

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