Where Expertise
Meets Empathy
Our work is about helping people align their wealth with what matters most and doing it in a way that brings peace of mind. Whether navigating a business sale, preparing for retirement, or stewarding a family legacy, we’re in it together.
Our Guiding Principles
OUR MISSION
Our mission is to create peace of mind today for a brighter, more confident tomorrow. We do this by strategically coordinating our clients’ wealth, empowering them to lead an elevated life.
OUR Value
To help people create wealth—and enjoy the ride!
Being a fiduciary isn’t just industry jargon for us; it’s a way of life. Our duty is to put your needs first and act in your best interest, maintaining full transparency throughout the planning process. We are committed to judicious care, providing full and fair disclosure, balanced advice, professional competence, and sound judgment.
Kent Welborn
Principal Wealth Manager AND FOUNDEr
Why I founded Welborn
Empowering families and business owners to feel at ease about their finances is the driving purpose behind my practice.
Growing up in Tucson, I watched my father build a career in financial services and saw both the power and the pressure that money can create. I learned early that true financial peace isn’t measured by account balances—it’s found in the sense of security and confidence people have in their relationship with money.
Over the past 25 years, I’ve built my career on the belief that strategic thinking and empathy are the foundation of great advice. I began in the insurance industry, and through the years, my practice evolved into a comprehensive financial planning and wealth management practice, developing deep expertise in estate and business planning along the way.
Before launching my own firm, I recognized a persistent gap in the industry: clients often lacked true coordination among their tax, legal, and financial professionals. Large firms rarely delivered that level of integration. To fill that need, I established my independent fiduciary firm in 2021—dedicated to fully coordinated, client-first strategies that maximize financial outcomes and simplify complexity.
Today, my team and I serve business owners and high-net-worth individuals and families, guiding them through life’s most important financial decisions. My mission is to empower clients to make confident, informed choices and achieve balance—financial harmony that allows them to focus on what truly matters most.
Outside the office, I enjoy time with my family, mountain biking, yoga, playing guitar, traveling, and supporting causes such as the Arizona Animal Welfare League and Theatre Artists Studio. I live in North Central Phoenix with my wife, Heidi, and our young son, Blake.
Our Institutional Strength
Our boutique approach is amplified through a powerful network that connects you with the nation’s largest asset managers, the industry’s most creative thought leaders, and pioneers within private markets. You’ll benefit from a depth of resources far beyond what a small firm typically offers.
