CHARITABLE PLANNING
GIVING WITH PURPOSE
OUR APPROACH
When giving is part of your legacy, we turn generosity into a powerful financial strategy. Using donor-advised funds, qualified charitable distributions (QCDs), and other tax-advantaged vehicles, we help you support the causes you love while achieving significant tax reduction. Many clients lower their current income taxes, eliminate capital gains on appreciated assets, reduce Medicare premiums, and remove assets from their taxable estate—all while creating a lasting philanthropic impact that aligns perfectly with their values.
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.