Burton Enright Welch - Walnut Creek, California

Lisa H.

Burton Enright Welch has been my financial advisory firm for 30 years. To a person, they operate with the upmost, courtesy, integrity and professionalism. They are well-versed in their field. Jeremy Welch manages my money as carefully as if it were his own. He is on top of new information and explains his approach well. He has been a proactive retirement planner with me, and his advice has been invaluable. I would highly recommend Jeremy and his team to anyone who wants a savvy, yet personal approach to their financial management.

Carol G.

Our Financial Advisor, Ben Peters, is an excellent advisor. He’s articulate and extremely versed on our investment objective in retirement. I worked in the investment industry and my husband and I have been extremely pleased with the service we have received since our account was acquired by Burton, Enright and Welch about 13 years ago. We meet annually to reevaluate our investment objectives. Ben is genuinely interested in our lives. Every person that I have come into contact with is friendly and performs my requests excellently. We can’t say enough about the suburb service we receive by Enright, Burton and Welch. We highly recommend them for your investment needs.

Tony D.

They are absolutely the best! We cannot say enough good things about the folks at Burton Enright Welch. They are extremely professional, intelligent, and best of all, family friendly. We were not sure if we initially needed a financial advisor, but now that we have used them, we do not know what we would do without them. They are seriously good people and you will trust them completely with your finances. In short they have been wonderful.

Donald T.

BEW has been our financial advisors, planners and managers for almost 10 years. They have provided valuable guidance in our later working years to develop and maintain a solid retirement portfolio. All members of the BEW team demonstrate a caring and personable relationship with us. We feel like we are more than just another client. Their services and advice have been extended to our children.

Jeremy, Chris, Teresa and Sydney have been our key contacts. Their commitment to service make us believe that we are their number one priority. They truly care. We sleep well at night knowing that our financial future is in knowledgeable and capable hands.

Bob L.

BEW has been amazing in not only managing our portfolio for the past 2+ years after my wife and I retired, but in being such great people in general. Our advisor Kelly has been fantastic and she has been super knowledgeable and helpful in all things financial for us. We always have felt we were the most important person in the room (zoom) when talking with her. And I have had the recent pleasure of talking with another advisor, Chris, who was equally fantastic and knowledgeable. What a treat to have someone else step in for the short term and be as great. I can only imagine the other hard working people at BEW being the same. Thanks!

Jakkom K.

Over a decade ago, we selected BEW to handle my MIL's portfolio after she sold her home, and were extremely satisfied with their professional expertise, prompt service, and courteous well-trained staff.

Upon our retirement, we transferred our own account to BEW. They have handled our portfolio in a tax-advantaged manner and given us timely advice as well.

We could not be more pleased with the results of their financial management of our assets. We look forward to many more years of working with them, especially as we begin to consider our own eldercare scenarios.

Richard A.

We had been clients of a firm for over 30-years. It had attracted our business because it shared our investment philosophy, and its commitment to transparency and communication. It had provided advice and guidance through our later working years and into retirement. When its principles retired, we were pleasantly surprised by the easy transition as our relationship was acquired by Burton Enright & Welch. BEW shared the same philosophies and similar practices which put us at ease.
In 2020’s we began reassessing our retired life, BEW provided valuable insight and perspectives as we sought to build financial support for our grandchildren’s education, and then looked to relocate to another state, evaluated financing alternatives for the purchase of a new home and reassessed our tax planning in light of the change in residence. BEW was with us, assisting us with information, perspective and services to ease the transition to a new home in a new state.
We couldn’t have been better served!

Kathie M.

BEW has far exceeded my expectations. My portfolio is conservative and has more than doubled in value. They set realistic expectations and outcomes that are tailored to my needs. They prepare for and remain disciplined through market swings. They are responsive and thoughtful. Their professionalism, support and guidance have been invaluable to me.