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Your Financial Partners Simplifying the Complex Tailored to You A Full-Service Practice

Wealth Management & Financial Strategies Tailored to You

We are Welo Wealth Management, an independently managed firm with several decades of experience serving individuals and families just like you. Whether we’re working with business owners, individuals, widows, or families, many of our clients are experiencing or facing a transition in life. As they prepare for their next milestone in life, they seek guidance and support from an advisor they trust.

We collaborate with our clients to establish key objectives and take the appropriate action steps in pursuit of financial independence. Utilizing a holistic planning approach, we are focused on nurturing a valuable relationship, learning about your entire financial landscape, and explaining financial concepts in a way that is easy to understand. Your needs always come first, and we recommend strategies that we believe best align with your goals.

Headquartered in Casselton, North Dakota and with 11 locations throughout the area, we work with clients across the state. We welcome the opportunity to guide you along your financial path.

Helpful Content

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

 

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Rightsizing for Retirement

What does your home really cost?

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