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Comprehensive Wealth Management
IL: 815-748-2130 • FL: 941-952-1188






APPROACH

wealth managementOur clients are successful in various aspects of their careers and community endeavors and continue to lead active and complex lives. Although our clients are quite capable of handling some of the details relating to their financial matters, they understand that integrating investments, tax, and estate strategies into one comprehensive plan is very complex , yet very cost effective. They appreciate the financial guidance of specialized investment professionals and they enjoy the benefits of comprehensive wealth management services.

The team at Walsh & Associates is there to coordinate wealth accumulation and preservation and estate preservation planning with tax, legal and insurance professionals. We feel that our relationships with the financial community professionals are based on trust and the knowledge that we are always acting in the best interest of our clients. Our time is spent in research and review to understand the latest in industry trends, legal and governmental changes, the potential impacts of changing regulations and the significance of these to overall wealth management strategies.

We believe that educating and informing our clients allows us to help them to make the best possible decisions relating to their financial well-being and future. Our clients acknowledge a confidence that gives them the freedom to spend more time on the things that they enjoy most from business and family, to more time on volunteer and leisure activities.

 

 

 

Illinois Location

address1325 Sycamore Rd
      Suite 201 Dekalb, IL
phone Phone: 815-748-2130
fax Fax: 815-748-3401

Florida Location

address2350 Fruitville Rd
       Suite 201 Sarasota, FL
phone Phone: 941-952-1188
fax Fax: 941-952-1184