(727) 466-0444 Home Company Client Center Insights Tools Contact Us OUR TEAM Patrick Welsh President (727) 466-0444 (727) 466-0603 pwelsh@sigmarep.com Patrick has been a leader in financial planning since 1994, after getting his start at Prudential, where he earned the distinction of Leader in Satisfied Clients, and Top Producer in Pinellas County. His enthusiasm for helping people achieve their financial goals is evident in his monthly seminars, where one can’t help but catch the excitement that they too, can enjoy the benefits of proper financial management. It’s true that the financial world can be a confusing place, so anything that makes it easier is a good thing! Patrick Welsh leads a team of dedicated professionals, all of whom strive to meet and then exceed expectations. The hybrid focus of financial, estate, and tax planning is achieved by understanding the relationship between each of these complex subjects. Rather than one person trying to be a jack-of-all trades, professionals in each of their respected areas team up to allow the proper information to be passed along to the client. As an example, there are many issues from estate planning that affect tax planning, so that it’s imperative to have the two work together. It just makes sense to have these professionals work together, rather than only seeing things from their own perspective. Patrick works with numerous CPAs and attorneys in Pinellas and throughout Florida. Contact Welsh & Associates Office: (727) 466-0444 Fax: (727) 466-0603 1465 South Fort Harrison Avenue Suite 107 Clearwater, FL 33756 pwelsh@sigmarep.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Securities offered through Sigma Financial Corporation, member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation. A registered investment advisor. Welsh and Associates is independent of Sigma Financial Corporation and SPC.