Josh Lieder, AGT - Welshire Capital
Welshire Capital, located in Onalaska, WI, specializes in providing customized financial planning and retirement solutions tailored to individual needs and goals. With a focus on helping clients achieve peace of mind in retirement, Welshire Capital employs a simple three-step process that includes scheduling a conversation, creating a personalized plan, and ensuring a confident retirement experience.
Since 1984, Welshire has guided hundreds of families and businesses, managing over $7 billion in assets and offering services such as retirement income analysis, estate planning, and business valuation. The firm's commitment to listening to client needs and working diligently ensures that finances serve as a source of peace rather than confusion.
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