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


Why should you get a financial second opinion?

Think of a financial second opinion as a way to spot a “misdiagnosis” of your financial well-being. It will help you determine if your financial portfolio is truly optimized to pursue your goals. A second opinion can give you the chance to reevaluate your portfolio before making a potential mistake.

Who should get a second opinion from Walsh & Associates?

Anyone with a legitimate financial plan, or in the process of creating one, can request a second opinion from Walsh & Associates. We strongly advise those who are not confident in or satisfied with their current financial advisor’s advice to seek a second opinion. As fiduciaries, we are required to give you our objective and transparent financial recommendations; whether that means you should use Walsh & Associates or a different financial advisor.

What does a Walsh & Associates second opinion entail?

With a Walsh & Associates second opinion, you will receive our honest, objective advice. Our advisors will take an in-depth examination of your portfolio to evaluate its appropriateness given your financial needs. We will then provide our solution and guide you through the steps to take.

A decision this important deserves careful thought and investigation. A second opinion of your financial plan may give you the confidence that you have thoroughly done your research.




Illinois Location

address444 E. Hillcrest Dr., Suite 230 
      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

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