COLLEGE PLANNING
FUND THEIR FUTURE
OUR APPROACH
Paying for college shouldn’t derail your retirement or force six-figure parent loans. We start by evaluating and selecting the optimal college savings vehicles—529 plans, UTMA/UGMA accounts, Roth IRAs, taxable brokerage accounts, or a strategic blend—based on your time horizon, tax situation, financial aid goals, and desired level of control. From there we help you reposition assets years in advance, maximize tax-free growth and tax-free withdrawals when possible, and preserve financial aid eligibility when it makes sense. For grandparents who want to contribute without hurting aid or triggering gift taxes, we design strategies that keep you in control while removing education costs from your children’s balance sheets entirely.
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.