Walsh & Associates LLC

Walsh & Associates is a U.S.-based registered investment advisory and wealth management firm founded in 1986, dedicated to providing personalized financial planning and investment management services focused on clients' long-term financial confidence and security. Operating as a fiduciary, the firm emphasizes objective, client-first advice without product sales influence, tailoring comprehensive financial strategies that integrate retirement planning, insurance, tax considerations, estate planning, and wealth management. Headquartered in Sarasota, Florida, with additional offices in Illinois, Walsh & Associates serves a nationwide client base, helping individuals and families simplify their financial lives, establish clear financial goals, and implement customized strategies while continuously monitoring and adjusting plans to adapt to life changes and market dynamics. Services: 1. Comprehensive Wealth Management - Full-scope financial planning covering retirement, taxes, insurance, estate planning, education funding, health care planning, and investment strategy. 2. Investment Management Services - Ongoing management, allocation, and oversight of investment portfolios tailored to client goals and risk tolerance. 3. Financial Strategy Development - Creation of customized long-term financial strategies based on a holistic review of client goals, finances, and priorities. 4. Red Flag Audit - Proprietary assessment tool used to identify weaknesses or gaps in a client's financial plan. 5. Second Opinion Consultations - Complimentary one-hour evaluation of an existing financial plan or advisor recommendations to provide an independent review. 6. Ongoing Monitoring & Adjustments - Continuous review and refinement of financial plans and investment portfolios to ensure alignment with life changes and market conditions.