At Weltman, we work hard to ensure the continued flexibility and scalability of our services. And after 88 years in business, we know that we have an out-of-the-box program ready and waiting to fit the needs of almost any client.
Weltman offers a variety of letter and phone campaigns which are pre-approved by the firm’s Compliance Audit team and tracked for results. We maintain strict adherence to our clients' pre-established work standards, routinely monitor and audit our internal processes, and always make our work product available for clients' review upon request.
If, however, our turnkey programs aren't the right fit for your needs, we'll create one that is. We view our firm as a "one-size-fits-all" solution, but not our service offerings – and we're dedicated to the unique needs of every one of our clients, from small business owners to national portfolio managers.