Our Firm
Weldon
& Company is a Registered Investment Advisor.
C.
Raymond Weldon, President of Weldon & Company in Fort
Lauderdale, Florida, began his financial service career
in 1976. He works primarily with affluent individuals
and families, business owners and executives, professionals
and retirees. Among the services Ray provides are money
management, retirement, business, and estate strategies,
as well as guidance in the area of charitable giving. He
also helps clients with business and succession planning.
"There
is no substitute for planning when it comes to achieving
financial success," says Ray. "I help clients determine
their goals, and then, together, we develop the most efficient
strategies to achieve them. I continually monitor their
progress, suggesting adjustments to accommodate changes
in the economy or in their personal situations. I help provide
the information they need to make wise decisions regarding
any changes in their strategies and holdings."
Ray believes
that information and consistent communication combined
with effective client implementation and feedback is the
key to making informed decisions that can literally change
your life.
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