Welch Private Wealth

Welch Private Wealth is a registered investment advisor founded in May 2026 and based in Litchfield Park, Arizona. The firm is led by John Welch and offers comprehensive financial planning, wealth management, and project-based financial planning services to individuals and high-net-worth clients. Welch Private Wealth focuses on personalized guidance, helping clients navigate cash flow, debt management, retirement planning, tax strategies, estate planning, insurance, and college savings. In addition to planning, Welch Private Wealth provides discretionary investment management services, building customized portfolios tailored to each client's specific risk tolerance, goals, and tax considerations. The firm uses fundamental analysis and modern portfolio theory, and can incorporate socially responsible and values-based investing strategies upon request.