The Difference

can be found in the details

Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. Here are the ways we stand out – and the reasons why you should give serious consideration to The Walsh Group.

Our passion for helping people with their financial lives
We genuinely believe our clients and their heirs, spouses, children, legacy and community deserve a thoughtful commitment. They deserve trust and confidence in their advisor and their plan, and an advisory team that probes beneath the surface to identify all possibilities.

A close-knit team
Our team works closely with one another – and with you and your family. We are connected to our clients and our community, and dedicated to connecting all the dots for our clients, so they can focus on enjoying life with their family and friends.

The knowledge to know better
With nearly a half-century of combined experience in the financial services industry, our team has witnessed a wide spectrum of market cycles and economic environments, and has structured its practice and processes based on insight gained from this experience.

A collaboration of diverse disciplines
To assist our clients with their advanced planning needs, we assembled a local team of professionals. Our team encompasses an estate planning attorney, a CPA, an insurance specialist, and other professionals as needed (such as trust officers, P&C specialists, an M&A expert, etc.). This team meets regularly to help us look at the big picture of your wealth management needs, see multiple perspectives, and offer advice on essential matters such as taxes, charitable giving and estate planning. Additionally, to offer still more comprehensive advice, we work with each client’s own outside professionals.

A customized plan and personalized approach
You are an individual that deserves a plan personalized to your specific goals, wants and needs. By asking the questions that matter at our discovery meeting, we get to know you – and get to the core of what's important to you and what you want to accomplish.

We follow your agenda, not ours
Have you ever entered a meeting and found that the questions you wanted answered were not part of the agenda? We focus on your needs and concerns at our regular progress meetings.

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 Larry Adam
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Bond Market Commentary
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