The Best Alabama family legacy services in Mountain Brook, Alabama

The Welch Group, led by Stewart H. Welch III, AEP, CFP, is a finance institution located at 3940 Montclair Road in Birmingham, Alabama, United States. Founded in 1984, the firm specializes in providing fee-only Wealth Management services to affluent individuals, healthcare professionals, business owners, and retirees across the country. The core principle of the Welch Group is fiduciary responsibility, ensuring that all interactions with clients are based on trust and transparency. Stewart H. Welch III is a Certified Financial Planner™ practitioner and Accredited Estate Planner, with a Bachelor of Science degree in Marketing from The University of Alabama. He is actively involved in various professional affiliations, including the Certified Financial Planner Board of Standards Inc and the Birmingham Estate Planning Council. In addition to his professional commitments, Mr. Welch is dedicated to community involvement, serving as Mayor for the City of Mountain Brook since 2016.

The Law Office of Bobby Lott, Jr., LLC is located in Mountain Brook, Alabama, United States at 400 Office Park Drive. As a faith-based institution, we prioritize estate planning and probate services, with a special focus on living trusts. Whether you need a simple will or a complex Family Asset Protection Trust, our team is dedicated to finding solutions that meet your unique needs. Trust us to handle your legal matters with care and expertise. Please note that no representation is made that the quality of our services is greater than that of other lawyers. Choose the Law Office of Bobby Lott, Jr., LLC for personalized and effective legal assistance.