Helping Families

preserve what's important

You've worked hard to accumulate wealth through a successful business or career. Now you want to preserve what you've built so you and your family can continue to live comfortably. You want to know how to leave a legacy and pass along your business, values and philanthropic commitment.

We take great care in getting to know you, your family, and your family's vision for its wealth, and then crafting a plan with the long-term goal of helping your family thrive from one generation to the next.

Your wealth management plan will help guide you in making important financial decisions, and serve as a record of decisions made, tasks completed, and priorities yet to be undertaken. It is a "living" document designed to be adapted over time in response to changes in your life and the lives of your family members.

Beyond just preserving and managing your family's wealth, we are also concerned with maintaining family harmony long after your estate transfers to the next generation. Establishing family roles and responsibilities, guidelines, and goals takes commitment and skill. The core of every successful relationship is effective communication. We provide great assistance in guiding and educating your family members as your family transitions to the next generation.

At The Walsh Group, we take special pride in earning the trust that has been bestowed upon us by our clients, and truly care about them, their children and grandchildren.

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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