We manage wealth

in a rational way, but get emotional about seeing what it can do

At The Walsh Group of Raymond James, you’ll find a cohesive and close-knit team that enjoys an uncommon degree of cooperation and collaboration that comes from working as a team for more than two decades. Peter and Lisa Walsh are not only partners in business, but in marriage as well. As a result, they have a personal understanding of the important role that family dynamics can play in managing family wealth.

The closeness and commitment of our group is reflected in the way we truly care about our clients. We are driven to apply all our accumulated wealth management knowledge to making a difference in our clients’ lives – and experience the great satisfaction that comes about as a result.

Second Opinion Service
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Wealth Management Consultative Process
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The Client Experience
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Economic Commentary by Dr. Scott Brown
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Investment Strategy by Jeff Saut
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Bond Market Commentary
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