ANNUITIES
INCOME. SECURITY. SIMPLICITY.
OUR APPROACH
Annuities are powerful tools when used correctly and dangerous when sold for commission. We independently evaluate and implement only the lowest-cost, most flexible annuities that solve specific problems: longevity protection, guaranteed lifetime income, principal protection in volatile markets, or tax-deferred growth for non-qualified dollars. Whether it’s a deferred income annuity, a fixed indexed annuity for downside protection with upside potential, or a single-premium immediate annuity for bulletproof income, we place them only when they mathematically improve your overall plan—never as a sales quota.
ABOUT WELLER CAPITAL
Weller Capital is an independent wealth management firm focused on helping pre-retirees, retirees, and families navigate major life and financial transitions. With no proprietary products or sales quotas, our advice remains fully aligned with your best interests. We combine disciplined planning, tax-efficient investment management, and personalized guidance to help you make clear, confident decisions at every stage of life. Our clients value our proactive communication, thoughtful process, and commitment to long-term financial well-being.