As a Wealth Management Advisor and Research Coordinator at Walsh & Associates, I specialize in comprehensive wealth management for affluent families using our “Red Flag Audit” process of financial planning. I also coordinate the investment research necessary for creating each client’s customized ...more

As a Wealth Management Advisor and Research Coordinator at Walsh & Associates, I specialize in comprehensive wealth management for affluent families using our “Red Flag Audit” process of financial planning. I also coordinate the investment research necessary for creating each client’s customized portfolio.less