Mr. Mark Welhouse
President
Welhouse & Associates, Inc./TD Waterhouse
Appleton, WI
(920)731-8000
Mark@wa-advisor.com
www.wa-advisor.com

Investment Gold Client Since: 2001

An Overview of Our Practice
Welhouse & Assoc. is a fee-only, independent financial advisor for a select number of families and family businesses. We provide comprehensive wealth management services that include discretionary investment management. We deliver superior performance through research-driven, tactical asset allocation that allows flexibility and timely movements in changing financial markets. Through third party engagements, we offer accounting and bill-pay services, tax advice and return preparation, insurance services, and estate planning.

Comments re Investment Gold
Investment Gold has made a very positive impact on our practice. Investment Gold works exceptionally well because of its depth and scope of function. Our day-to-day activities are now much more organized. Our stress levels are greatly reduced. Our priorities are clearer. As a result, we are able to deliver a higher level of service to our clients, which of course means greater success for our practice.