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






COMPREHENSIVE WEALTH MANAGEMENT

wealth managementThe challenges of wealth accumulation, perpetuation, and sustainability through generations are met through comprehensive wealth management. From clear identification of each client’s goals and desires, a thorough assessment of all assets and liabilities, determining strategies and the tactical means to implement those, and then careful monitoring to maintain the course is the mission at Walsh & Associates.

Since effectively planning for your retirement and preparing your legacy is contingent on the financial strategies we set in motion, you can count on us to serve your needs in three core areas to help ensure that your vision for the future remains in focus.

Investment Management

  • We provide exposure to traditional and alternative investments to achieve a high level of portfolio diversification, incorporating industry-leading, research. Given the cyclical nature of the financial markets, we also make tactical adjustments when necessary to ensure you are taking advantage of opportunities and protecting your assets in both bull and bear markets.

Retirement and Estate Planning

  • Our experienced team can help you pursue your retirement income needs and maintain the lifestyle you have worked so many years to achieve. We develop models that provide insight into choosing the best investment strategies for your unique situation. Additionally, we often create a retirement income distribution strategy designed to adjust for inflation and market fluctuations.
  • We also help you articulate your estate planning goals and work closely with your estate attorney to ensure your strategy reflects your broad range of financial and family needs. Since federal and state estate taxes can seriously erode an estate at death, we will recommend and help your attorney implement sophisticated tax savings strategies to ensure that as much as possible of your financial legacy passes to future generations.

Tax Planning

  • We work closely with your tax advisors to help minimize your tax liabilities during all stages of your life through a variety of income, gift and estate tax planning strategies. We monitor your evolving tax scenario and adjust your portfolio accordingly to minimize the ongoing tax consequences of your investments wherever possible.

Of course, the parameters of wealth, including the state of the economy and stock market as well as tax and estate laws, will change over time. Similarly, your circumstances may change as the result of inheritance, marriage, retirement, births and deaths. Our commitment is to be responsive to your individual needs while guiding you through a dynamic wealth planning process that allows you to gain confidence, understanding and control over your financial planning decisions.

Florida Location

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

Illinois Location

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