Broker Check
Richard (Rich) N. Welsh, CFP®

Richard (Rich) N. Welsh, CFP®


Rich Welsh is a Certified Financial Planner (CFP®) with Veritas Wealth Management LLC.

and has assisted individuals and companies with their financial plans for

over fifty years. He established Welsh Capital Planning in 1971 and has been a

CERTIFIED FINANCIAL PLANNER™ practitioner since 1977. He has conducted

workshops and seminars nationally on Financial and Estate Planning and has

taught at Real Estate Schools in the Houston area.


“I feel my ability to take an intimidating subject and present it in an interesting

and beneficial way has helped individuals view financial planning in a new light

as they take steps towards achieving their financial goals,” he explains. Rich

feels the most significant change to the financial services industry in the past

35 years is going from a product-oriented business to a service-oriented

business. With a “user-friendly” approach, he offers clients ideas on their

overall financial goals and works with them on how to best reach them and

helps ensure that all areas of their financial picture – Retirement income, IRA

Distributions, Investments, Income Taxes, Estate Planning, and Insurance – are

properly coordinated and working correctly.


Over his career, Rich has been interviewed and quoted in various publications

including The Houston Business Journal, Houston Post, Money Magazine, and

The Financial Planner Magazine. Also, He has been a guest on several radio

and television talk shows.


Rich is a Registered Representative with SagePoint Financial, Inc., a registered

broker-dealer and member of the Financial Industry Regulatory Authority

(FINRA) and Securities Investor Protection Corporation (SIPC). He joined

SagePoint in April 1971. In 2000, Rich was the recipient of their Lifetime

Achievement Award1, which recognizes representatives who have

demonstrated a long-standing commitment to building and growing their

business and genuine desire to assist in the success of others.

Rich is married to Betty and between them they have four children and six

grandchildren. A longtime resident of Houston and previously in the U.S. Air

Force for over eight years, Rich attained the rank of Captain and flew in the F-

101B Interceptor. He still flies and owns his own aircraft. In addition to

personal enjoyment, uses it to raise money for several charitable events each

year. Rich serves on the committee of the Wings Over Houston Airshow

and speaks on aviation history to various youth groups and veterans

organizations. He was also honored to serve on a church board over a several

year period.


The Lifetime Achievement Award is not based upon performance or returns

experienced by any client or opinions of the advisor’s clients or former clients.

It does not guarantee future investment success and does not ensure that a

client or prospective client will experience a higher level of performance or