Rick Welch
About
Rick Welch is from Newtown, Pennsylvania, United States. Rick is currently President, Wealth Advisor and Chief Investment Officer at Academy Wealth Advisers, located in Newtown, Indiana, United States.
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www.academywealthadvisers.com Academy Wealth Advisers is a Registered Investment Advisor (RIA) firm which specializes in providing investment advice, portfolio management, diversification and asset allocation strategies. We are located in Bucks County, Pennsylvania, near the City of Philadelphia, and serve clients across the Mid Atlantic region. We serve the needs of many different types of clients, including soon-to-retire and retired, moderate to high net worth individuals, couples and families, businesses, trusts, private business owners and corporate executives. I am responsible for managing all client relationships, portfolio management services, investment research, performance reporting, compliance and marketing. I hold FINRA Licenses Series 63 and 65 and Pennsylvania Life Insurance and Variable Annuity Licenses.