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Our Technology: an up-to-date view of your financial picture

Our state-of-the-art client portal allows clients easy access to their accounts and an overview of their assets.  



Client Portal

Click here to access:

  • Your Welch Financial Planning held accounts
  • Link outside accounts, so that you have an overview of your comprehensive financial situation
  • Access reporting
  • Access our mobile app
Access the client Portal



How to Videos:

Please enjoy this brief video on how to use the client portal.  As always, you are welcome to contact us for assistance or with any questions.

view: using the Client Portal