About
Our mission at Welgaard is to focus beyond the numbers for your success. We are forward-looking, future-ready and passionate about your financial success. Every member of our firm strives to build relationships with our clients founded on the values of integrity, teamwork, service excellence, accountability, and care. We look beyond the numbers and get to know our clients so we can provide service that meets the best interest of each and every one of our clients.
Why EOS
Welgaard runs on EOS because it provides a structured way to manage our growing company. EOS helps our team establish a clear vision, improve communication, and drive accountability throughout the organization. The EOS tools, such as the Level 10 Meeting, create a structured and efficient way to align our departments and achieve our goals.