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Your Maryland
Financial Advisory Team

Planning your financial future can be stressful. Let us reduce the burden on you.

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From Interested To Investing

Schedule Your Initial Complimentary Review

Schedule your complimentary review and consultation with us via Zoom or in-person. 

Have A Conversation

Meet with us to discuss your needs and enjoy an initial complimentary financial review.

Determine Your Goals

We will diligently serve as your guide throughout the entire journey of discerning and solidifying your financial objectives.

Start Investing

We will utilize our investment strategies and provide you with professional advice as you begin investing.

Our Valued Cross
Country Reach

Our Trusted Cross Country Reach

We make it easy to get financial planning no matter the state you live in. We’ll even get licenced in your state if we’re not already!

Fiduciary

(For Advisory Clients)

Planning

Insurance

Start Investing

See What Our Clients Are Saying About Us

Michael G.
"My Wife and I...

entrusted our financial planning and wealth management to WFG Wealth Management over fifteen years ago (mid 40’s) and we cannot be more pleased with that decision. 

The personalized service and attention is truly differentiating compared to others, but more importantly we are well ahead of where we expected as retirement approaches just around the corner. The advice that WFG have provided in helping secure a comfortable retirement is priceless.

Rick and Marie Welsh are engaging and care about their clients. They also have the vast service and resources of the LPL Financial community behind them to assist with estate and tax planning which are equally as important to us. “ 

 

Client Since 2008
Debbie K.
"We Would Not Hesitate...

to recommend WFG Wealth Management to family or friends. For those just starting financial planning to someone considering the best way to manage a complete retirement package, WFG Wealth Management knows products and programs to meet the specific needs of their clients.
 
As a family's financial goals and needs change often enough, it's critical to have and experienced and knowledgeable team working on your behalf. State and federal laws as well as products and programs change often that having the guidance and oversight by WFG Wealth Management has given us financial security far beyond our expectations.
 
Having WFG Wealth Management's guidance allows us to focus on day to day living knowing our finances have a knowledgeable, caring and extremely patient team working for us now as well as anticipating our future needs.
 
 

Cient Since 2012

WFG Wealth Management

Quick Info

  • (410) 777-5897
  • 11175 Stratfield Ct. Marriottsville MD, 21104
  • mwelsh@wfg-wm.com
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Investing includes risks, including fluctuating prices and loss of principal. No strategy assures success or protects against loss.

Any entities mentioned within this website are not affiliated with LPL Financial or WFG Wealth Management.

Any personal statements are a testimonial by clients of the financial professional. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, DC, DE, FL, MA, ME, MD, MT, NJ, PA, and VA.

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