"An investment in knowledge pays the best interest." - Benjamin Franklin

Our Services

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Mission

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more
Your Financial Future

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Client Centered

Client Centered

"What I try to instill in WFG each day is a culture of helping others. I gain satisfaction in finding solutions to people’s financial goals and challenges. This is what gives my work purpose. When I found that kind of meaning in my work, it naturally became my passion.” " - Richard Welsh 

Meet Our Team

Richard Welsh

Richard Welsh

Founder & President, A.A.M.S., Series 7, 24, 63

(410) 777-5897

(301) 559-1115

Have a Question

Thank you!
Oops!