Helping people help themselves

Regardless of your situation, a comprehensive, holistic plan is designed to better enable you to meet your needs, reach your goals, and realize your dreams.

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Walsh

…that’s my name. Walsh Wealth Strategies is directed by Tom Walsh

Wealth

…the word Wealth is derived from the middle English word ‘wele’, meaning happiness and well-being. Regardless of our amount of possessions or money, we all seek to have a sense of happiness, well-being, and security for ourselves and the ones we love.

Strategies

…if we make strategies and plans to figure out how to get all of our chores done on Saturday, or to renovate our hall bathroom, strategies and plans should be developed to help us reach a something as important as our sense of happiness, well-being, and security.

What’s In

a Name?

Our Focus is on you
and your family

“We take the time to listen and to try to truly understand our clients. Everyone has a distinct and diverse set of circumstances.”

Our firm has a particular focus in helping families with special needs family members. Through personal experience and the circumstance of focusing in this area for a number of years, we truly appreciate the particular psycho-social challenges, financial burdens and sense of responsibility one feels in addressing the present and future care of your loved one.

Fundamental present day finances, retirement planning and estate planning all must include the consideration of having someone with special needs.

Financial services focused on you and your family no matter your situation.

It all fits together

Regardless of your situation, a comprehensive, holistic plan better enables you to meet your needs, reach your goals, and realize your dreams. Perhaps even more important than the how we are planning is the why we are we planning – what’s important to you and why are we doing this anyway?

Financial services focused on you and your family no matter your situation.
Financial services focused on you and your family no matter your situation.
Financial services focused on you and your second phase of life planning.
Financial services focused on you and your family no matter your situation.

Get to know us

Who’s the Trustee

You’re Not a Burden

Do You Have a Will?

Letter of Intent

helping you in your second phase of life planning.

Starting a
new life chapter?

Helping you negotiate the “second half of life”

Walsh Wealth Strategies also has an interest in helping people negotiate the “second half of life”. Typically, this occurs when you are about 50 or so. It’s that time in your life when look back at what you’ve accomplished and think about what you would still like to accomplish. When can I retire? Do I even want to retire? Do I want to change the purpose of my work? Do I want to give back? Do I want to leave a legacy? These broad questions lead to at least analysis and perhaps of modification of a number of planning areas, including:

social security timing  |  long-term care planning  |  investment strategies 

Protection Strategies  |  estate planning

“What lies behind us and what lies before us are tiny matters compared to what lies within us.”

-Ralph Waldo Emerson

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Consultation

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Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer. Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Walsh Wealth Strategies and Cambridge are not affiliated.

Securities licensed in CA, DC, DE, GA, MD, NY, VA, WV

Insurance licensed in NY, DC, MD, VA

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