Our Team

Patrick has been a leader in financial planning since 1994, after getting his start at Prudential, where he earned the distinction of Leader in Satisfied Clients, and Top Producer in Pinellas County. His enthusiasm for helping people achieve their financial goals is evident in his monthly seminars, where one can’t help but catch the excitement that they too, can enjoy the benefits of proper financial management.

It’s true that the financial world can be a confusing place, 

so anything that makes it easier is a good thing!

Patrick Welsh leads a team of dedicated professionals, all of whom strive to meet and then exceed expectations. The hybrid focus of financial, estate, and tax planning is achieved by understanding the relationship between each of these complex subjects. Rather than one person trying to be a jack-of-all trades, professionals in each of their respected areas team up to allow the proper information to be passed along to the client. As an example, there are many issues from estate planning that affect tax planning, so that it’s imperative to have the two work together. It just makes sense to have these professionals work together, rather than only seeing things from their own perspective. Patrick works with numerous CPAs and attorneys in Pinellas and throughout Florida.