FINANCIAL PLANNING
PLAN WITH CONFIDENCE
OUR APPROACH
Your financial life is too complex for off-the-shelf advice. Our financial planning process starts with a complete discovery of your goals, cash-flow needs, tax situation, and risk tolerances. We then build and maintain a dynamic, living plan that integrates investments, insurance, estate flow, business interests, and lifestyle spending. Using institutional-grade projections and Monte Carlo stress-testing, we show you—down to the dollar—how every decision today impacts your wealth tomorrow. Regular updates and “what-if” scenario planning keep you confidently in control, no matter what markets or life throw at you.
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.