Helping Women

with financial guidance

Many of our clients are women who are busy balancing the needs of their career and family. They see the value in having a personal, professional relationship with experienced financial planners they can trust and who understand their needs.

Women control nearly 60% of the wealth in the U.S., and that figure is expected to rise to 66% by 2030.* Interestingly, 80% of affluent women describe themselves as "beginner investors," while only 50% of men do.** At The Walsh Group, we help women take better control of their financial lives, and are proud to play an important role in guiding and advising them. We understand their needs and concerns and have developed financial strategies specifically designed to help address these challenges, including transitioning from the loss of a spouse through death or divorce.

We help them see that they are on track to meet their goals, whether it's to educate their children, buy a retirement home, plan for a comfortable retirement, pass their assets on to their loved ones or make meaningful gifts to charity.

*Virginia Tech; Women in Leadership and Philanthropy
**Fidelity Investments, "Couples Retirement Study," 2013

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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