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.
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
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?
At what point can you call a personal vehicle commercial?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What’s the deal with your yearly free credit report?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A look inside the U.S. government's statistics on household net worth.
Healthy habits are one of the greatest gifts to give your child.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Understanding the cycle of investing may help you avoid easy pitfalls.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here are five facts about Social Security that might surprise you.
A quick history of the Federal Reserve and overview of what it does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What does your home really cost?