Richard Welsh 



14701 Carriage Mill Drive
Woodbine, MD 21797


(410) 777-5897


(301) 559-1115



At WFG we always have an eye on the impact taxes will have on your portfolio.  We work to create appropriate strategies to minimize your yearly tax burden.  We often work with our clients and their tax professional to make their annual filing as seamless as possible.


LPL and WFG do not provide tax advice or legal services. We always recommend that you see you professional tax advisor regarding your specific situation.