Our Firm
In October 1989, we exchanged vows in a quaint stone church and become partners for life. Our passion and commitment to each other supports the backbone of our firm.
In November 2011, we founded “Welsh Financial Group,” combining our client service experience with our investment prowess, and thus became collaborators yet again. This time, in business.
Today, we stand united as WFG Wealth Management. Our tight-knit partnership has flourished, leaving a lasting impact on countless lives. Our story is a testament to love, collaboration, and shared vision – guiding our remarkable journey forward.
Our tight-knit group is backed by a tenacious team, each playing a defined role as the pillars supporting our firm.
Our firm has over 50 years of combined experience in financial services, encompassing planning and client service. With a rich tapestry of experience and a relentless pursuit of wisdom, our team at WFG stands poised to provide the highest level of service and support to our cherished clients.
Rick’s career flourished at Legg Mason, under the mentorship of industry veterans Chip Mason and Jim Brinkley. An experience he describes as “Camelot”.
Marie holds a Bachelor of Arts degree in Psychology from Lynchburg University. Her professional trajectory commenced at a nationwide independent financial firm, where she forged the bedrock of her career. During her tenure, she gained aptitude in the realms of:
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Investing includes risks, including fluctuating prices and loss of principal. No strategy assures success or protects against loss.
Any entities mentioned within this website are not affiliated with LPL Financial or WFG Wealth Management.
Any personal statements are a testimonial by clients of the financial professional. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, DC, DE, FL, MA, ME, MD, MT, NJ, PA, and VA.
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