SARAH WELCH

Sarah Welch, Wealth Advisor, CFP ®, CEPA is an experienced Wealth Management and Servant Leader with 20+ years of experience building and guiding high-performing teams that specialize in providing distinct wealth management solutions and experiences for clients. Her aim has always been to help individuals, executives, business owners and family offices achieve their financial goals, nurture their families, grow their businesses, and provide a roadmap for purpose, security, and business continuity and/or transition. Sarah’s greatest strengths are her genuine care for her clients, strategic and financial planning, and specialist collaboration to deliver results.

As a Medical Wealth Advisor with Truist Wealth’s Medical Specialty Group, Sarah works exclusively with high and ultra-high net worth Physicians, Healthcare Executives, and Healthcare Business Owners. She has a keen understanding of the unique challenges and opportunities faced before, during, and post-business transition. The goal is to build the right team, to deliver the right advice, at the right time. She helps clients plan and execute forward on two concurrent paths: personal and business. ONE goal: Value creation.

With a deep understanding of both the challenging decisions and unique possibilities wealth presents, Sarah starts with care, leads with listening, and collaborates to help you and your family reach goals, preserve values, and foster a legacy to leave a lasting impact.

As a Certified Exit Planning Advisor (CEPA), Sarah Welch is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

As a committed wife, mother, friend, and philanthropist, Sarah strives to inspire the best in others and coordinate resources to reach potential. The goal is always to foster excellence, for today and through multiple generations. 

#PurposeDriven believer in #UnstoppableTogether

Sarah Welch, Wealth Advisor, CFP ®, CEPA is an experienced Wealth Management and Servant Leader with 20+ years of experience building and guiding high-performing teams that specialize in providing distinct wealth management solutions and experiences for clients. Her aim has always been to help individuals, executives, business owners and family offices achieve their financial goals, nurture their families, grow their businesses, and provide a roadmap for purpose, security, and business continuity and/or transition. Sarah’s greatest strengths are her genuine care for her clients, strategic and financial planning, and specialist collaboration to deliver results.

As a Medical Wealth Advisor with Truist Wealth’s Medical Specialty Group, Sarah works exclusively with high and ultra-high net worth Physicians, Healthcare Executives, and Healthcare Business Owners. She has a keen understanding of the unique challenges and opportunities faced before, during, and post-business transition. The goal is to build the right team, to deliver the right advice, at the right time. She helps clients plan and execute forward on two concurrent paths: personal and business. ONE goal: Value creation.

With a deep understanding of both the challenging decisions and unique possibilities wealth presents, Sarah starts with care, leads with listening, and collaborates to help you and your family reach goals, preserve values, and foster a legacy to leave a lasting impact.

As a Certified Exit Planning Advisor (CEPA), Sarah Welch is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

As a committed wife, mother, friend, and philanthropist, Sarah strives to inspire the best in others and coordinate resources to reach potential. The goal is always to foster excellence, for today and through multiple generations. 

#PurposeDriven believer in #UnstoppableTogether