Mike Weldy has been a personal financial advisor helping individual investors and small business owners since 2003. Mike served in the U.S. Army from 1983 to 2003 and is a Combat Veteran of Desert Storm. He is passionate about ensuring that assets under his control are Risk-assessed and Goal-orientated to each of his clients. True Wealth Management is accomplished by constructing various strategies to ensure your assets are protected, diversified and able to achieve end-goals. LISTEN, ASSESS, PLAN and ACHIEVE!! Whether you are looking to find short-term low-risk investments for business capital, long-term growth for retirement assets or tax-advantaged strategies to provide life-long income Mike has the experience to guide you to success. A happy and healthy retirement is within reach with the right plan and right stewardship. His partnership with Integrated Financial Network provides additional resources to ensure that success by having access to niche professionals with years and years of experience in accomplishing any and all client needs in the financial arena. Reach out to Mike and get your portfolio reviewed today so you know that you can retire the way you want, when you want.
-Goal Orientated Portfolio Construction/Wealth Management
-Tax-Favored Wealth Accumulation/Preservation*
-Tax-Advantaged Retirement Planning*
-Life Insurance Planning
-Disability Income Insurance
-Business Insurance Planning
-Attended Miami University
-FINRA Licensing, Series 7 & 63
Civic and Charitable Affiliations
-LifeTime Member of Veterans of Foreign Wars
-Member of Free and Accepted Masons Oakley Lodge #669; Scottish Rite; Shriners
U.S. Army Non-Commissioned Officer 1983-2003
Duty posts in the United States, Germany, and Middle East
Mike has been married to his wife Julie since 2001 and they have five children.
Mike enjoys travel, golf,charity work, reading, listening to music, and relaxing with friends and family.
Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794.