Introducing Wealth + Wisdom: Achieving Financial Freedom Together
Welcome to Wealth + Wisdom, a blog where we’ll explore strategies and solutions for achieving financial freedom together!
I'm Lisa Walsh, a financial advisor, Certified Exit Planning Advisor® (CEPA), and Certified Private Wealth Advisor® (CPWA) with over 30 years of experience in financial services. My passion lies in helping business owners and private wealth families successfully navigate significant business, life, and legacy complexities. My mission is simple - to create financial freedom and confidence for my clients.
What You’ll Find on Wealth + Wisdom
Through this blog, I aim to deliver resources, insights, and strategies to help you reach your financial goals. I’ll cover topics ranging from positioning and optimizing the value of your assets to preserving your legacy for future generations. Whether you're working to grow your business or family legacy or preparing for a major wealth transition such as a business sale, you’ll find content tailored to your unique financial needs.
Here’s just a small glimpse of what we’ll cover together:
- Strategies for managing and growing business, family, and personal wealth
- Exit planning and transition strategies for every stage of a business and its owner’s life
- Tips for preserving and preparing your financial legacy, including family communication, philanthropy, tax strategies, and assembling a team of key professions to guide you
- Insights on creating a unique long-term vision of what “financial freedom” means to you so you can continue to be inspired by what makes your life fulfilling beyond the workday
Why Financial Freedom Starts with Professional Guidance
Exceptional wealth deserves notable service. You’ve worked hard to accumulate your wealth, and you deserve a partner who will manage the complexities with careful attention. We understand our clients have unique needs. As a trusted guide, we can help implement a wealth strategy worthy of your unique position. You can rely on us to manage your well-earned prosperity – now and for the future.
- Clarity in complex situations: Finances can be confusing, especially for those handling sizable assets. A specialized wealth advisor helps simplify the complexity, bringing clarity to your unique situation.
- Customized financial plans: My expertise helps me create a personalized roadmap, bringing together high-quality solutions for investment management, cash and lending*, estate and charitable giving planning, and risk management.
- A central partner – and strategy: Managing our clients finances takes a coordinated effort, and we can be that central point of contact for all your financial affairs. We will work closely with your other professional advisors to help ensure that all the pieces of your financial life move in strategic harmony.
- Financial Independence: Having an experienced professional by your side helps reduce stress, ensures decisions are well-informed, and allows you to focus more on your business, family, or personal pursuits.
Let’s Journey to Financial Success Together
I’m excited to have you join this community and encourage you to follow my blog for regular updates and insights. Don’t forget to connect with me on LinkedIn and Facebook for more personalized advice, thought-provoking conversations, and community engagement.
To learn more about what drives me to help others achieve their goals, check out my “Why Story” video on my website. Let's work together to build a prosperous future.
Interested in taking the next step? Let’s have a conversation! Schedule a call at your convenience here. I look forward to hearing from you!
Together, we can achieve financial freedom—one step at a time. Welcome to Wealth + Wisdom!
Disclosure:
Any opinions are those of Lisa Walsh and not necessarily those of Raymond James. All opinions are as of this state and are subject to change without notice. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risks and you may incur a profit or loss regardless of strategy selected including asset allocation and diversification. Past performance is not a guarantee of future results.
*Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, Raymond James Financial Services and Raymond James & Associates, Inc.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.