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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the 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

Two Coworkers talking

U.S. debt: Changing facts, updating views

The U.S. government’s fiscal outlook can no longer be ignored.

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Kevin Emmendorfer, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Ashli Welch

Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

Kraig Emmendorfer

Financial Advisor

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Paige Klein

Senior Client Associate

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