Welhouse & Associates, Inc./TD Waterhouse
Gold Client Since: 2001
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
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.