Brandon Welch Financial Advisor

Brandon Welch Financial Advisor I'm a San Diego based financial advisor that provides holistic financial planning for individuals with complex stock compensation and investment real estate.

You may also know me from NHRA Top Fuel Dragster competition. Securities are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a registered broker/dealer. The representative associated with this site may only discuss/transact business in California. Newport Wealth Advisors and Centaurus Financial, Inc. are not affiliated Companies.

We all know that investment discipline equals freedom. But investment discipline and a luxury lifestyle don’t have to be...
07/25/2024

We all know that investment discipline equals freedom. But investment discipline and a luxury lifestyle don’t have to be mutually exclusive, as a number of luxury products hold significant investment value.

Today, we’re sharing three such vehicles that high-net-worth investors may want to consider. Have questions about these products or wealth management in general? Do not hesitate to give our office a call.

Have you heard of the term “thematic investing?” Swipe for a quick overview ↩️Interested in diving deeper into thematic ...
07/25/2024

Have you heard of the term “thematic investing?” Swipe for a quick overview ↩️

Interested in diving deeper into thematic investing? We're here to discuss how these trends can complement your portfolio and answer any questions you might have. Feel free to reach out — that’s what we are here for!

Offering financial education and guidance can be a game-changer in how your employees approach their retirement savings ...
07/22/2024

Offering financial education and guidance can be a game-changer in how your employees approach their retirement savings and overall financial wellness.

That’s why our team has compiled four best practices we can leverage together to make your 401(k) plan a pillar of empowerment and security in your workplace👉

If you would like to discuss 401(k) options, do not hesitate to reach out! We’re here to help you build a brighter future for your team.

Are you looking to attract and retain the best talent? With the average employer match standing at an impressive 4.8%, o...
07/15/2024

Are you looking to attract and retain the best talent? With the average employer match standing at an impressive 4.8%, offering a 401(k) plan with matching contributions is key to staying competitive! Here’s why 👉

If you would like to discuss 401(k) options, do not hesitate to reach out! We’re here to help you build a brighter future for your team.

Did you know that making a small tweak to your 401(k) plan could massively boost employee participation? Automatic enrol...
07/08/2024

Did you know that making a small tweak to your 401(k) plan could massively boost employee participation? Automatic enrollment is a game-changer, with a National Bureau of Economic Research study showing an 80% increase in worker 401(k) participation after the implementation of automatic enrollment 📈

Keep reading to learn more about best practices when implementing automatic enrollment. And remember, by making participation the default option, you’re not just helping employees save for retirement; you’re also helping them invest in their future selves without the extra hassle.

Contact us if you have any questions!

Happy Independence Day! As financial advisors, we think there’s no better way to celebrate this day than by sharing an o...
07/04/2024

Happy Independence Day! As financial advisors, we think there’s no better way to celebrate this day than by sharing an overview of the numbers that shape our celebratory experiences:

🍴$9.5 billion - The estimated amount Americans spent on 4th of July food in 2023 — about $93.34 per person.
🌭 150 million - The number of hot dogs consumed each 4th of July — enough to stretch from D.C. to L.A. more than five times. It’s also the number of American flags sold in the U.S. each.
📺2 million - The number of people who tuned in to watch 2023 Nathan’s Famous International Hot Dog Eating Contest champs Miki Sudo and Joey Chestnut consume 102 hot dogs combined.
🍻$3 billion - The estimated amount of dollars Americans spent on beer and wine for the Fourth of July in 2023. If you partake, just remember to enjoy responsibly!
🎇$2.3 billion - The total U.S. consumers spent on fireworks in 2023.
🚗50.7 million - The number of people who traveled 50+ miles from home for the 4th of July, up 4% from 2022.

Whether your day includes travel, hot dogs and hamburgers, fireworks — or something else entirely — we’re wishing you a day filled with fun and relaxation!

Today, on National Family-Owned and Operated Business Day, we can't help but reflect on our journey thus far. Our famil...
06/23/2024

Today, on National Family-Owned and Operated Business Day, we can't help but reflect on our journey thus far.

Our family-owned business would not be here without the dedication of our entire team and the loyalty of our wonderful community.

Thank you to each of you for your support. We invite you to celebrate with us today by sharing another great family-owned and operated business in the comments! Let’s spread the small business love today and every day ❤️

Today, we send our warmest wishes to each of you, as we collectively pause to honor the father figures who have offered ...
06/16/2024

Today, we send our warmest wishes to each of you, as we collectively pause to honor the father figures who have offered us guidance, wisdom, courage, and love.

Whether you're celebrating surrounded by loved ones or cherishing memories of times past, we hope your weekend is filled with joy and gratitude.

From all of us, Happy Father’s Day.

Important reminder for all the parents and caregivers in our network: the deadline to file your child's FAFSA for the 20...
06/06/2024

Important reminder for all the parents and caregivers in our network: the deadline to file your child's FAFSA for the 2024-2025 academic year is just around the corner. Make sure to submit applications by June 30, 2024!

As a reminder, the form has been updated this year, making the financial aid application process much easier. 🎉

Have any questions or need assistance with your FAFSA application? Feel free to reach out. We’re happy to be a resource.

Did you know? The IRS is making a significant inflation adjustment in 2024, allowing you to contribute more to your Heal...
05/28/2024

Did you know? The IRS is making a significant inflation adjustment in 2024, allowing you to contribute more to your Health Savings Account (HSA) than ever before! This is the largest increase since HSAs were introduced in 2004.

🔍 Here's what's changing:

Individual HSA limit: $4,150 (up from $3,850)
Family HSA limit: $8,300 (up from $7,750)
Bonus for those 55+: An additional $1,000 saving option!

🤔 Got questions or want to discuss how this impacts you? Don't hesitate to reach out. We’re here to assist in any way we can!

Long-term care is vitally important for seniors to age comfortably, but costs are on the rise ↗️ And importantly, Medica...
05/20/2024

Long-term care is vitally important for seniors to age comfortably, but costs are on the rise ↗️ And importantly, Medicare typically does not cover long-term care.

The good news: Through proactive, strategic planning now, you can set yourself up well for long-term care needs down the road.

Swipe through for an overview of the situation and your options ↩️ And don’t hesitate to reach out if you would like our experts to help you invest in your family’s future.

Curious about maximizing your 401(k)? Let's talk about after-tax contributions!Swipe through to learn more about after-t...
05/09/2024

Curious about maximizing your 401(k)? Let's talk about after-tax contributions!

Swipe through to learn more about after-tax 401(k) contributions ↩️ Remember, this strategy might not fit everyone. Need more info or personalized advice? Reach out to us – we're here to guide your retirement journey!

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San Marcos, CA
91942

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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