About Us

 

 

We Have a Special Focus

The 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.

We strive to help people

help themselves.

We take the time to listen and to try to truly understand our clients. Everyone has a distinct and diverse set of circumstances. You may need to work on understanding and making your monthly budget more efficient. It may require a change of investment philosophy or strategy.

Even the best plan is not useful without the commitment to its implementation and we are hopeful that you will let us help you implement your plan. Time begets change and all planning must be dynamic. We remain in good contact with clients to make sure that changing circumstances are integrated into the strategies being utilized.

All services are provided with the highest level of discretion and integrity

Founder & Advisor

Tom Walsh

Tom Walsh is the founder of Walsh Wealth Strategies. With related experience as a lawyer and as a charity executive, Tom became a Financial Advisor in 2005 guided by the desire to help people solve problems, make plans and realize dreams. Tom believes ‘it all fits together’ and brings to his role as a Financial Advisor a blended background and understanding of complex insurance protection strategies and investment strategies, as well as a diverse life experience. Being part of one himself, Tom has a particular passion for providing planning to families with special needs family members and is honored to have this be a central focus of his practice. He has been conferred the Chartered Special Needs Consultant ™ designation from the American College.

SERVICES

What We Offer

Special Needs Planning

Budgeting

Estate Planning

Behavioral Coaching & Wealth Mentoring

Portfolio Review & Evaluation

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Cash Flow Analysis

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Risk Management

Retirement Planning

Check the background of this financial professional on FINRA's BrokerCheck.

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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