Boutique wealth management · Since 2001
Independent, fiduciary advice for individuals, families, and small businesses. Still putting clients first after 25 years.
Fiduciary. Independent. Only for you.
Services
We meet you where you are, and grow from there together.
A one-time plan built around a specific decision or a full financial checkup. No ongoing commitment.
Best for: A clear answer on one decision, or an honest look at where you stand.
Ongoing planning on a simple subscription. You get an advisor without having us manage the investments.
Best for: Families who want regular guidance but prefer to manage the portfolio themselves.
Full investment management tied directly to your plan. We handle the day-to-day so you don’t have to.
Best for: generally $500,000+ in investable assets.
Our approach
A short conversation to see where we’re a good fit and what you actually need.
We dig into your goals, accounts, and priorities so the plan is built on real numbers, not assumptions.
You get clear recommendations, with the reasoning behind them.
We stay involved as life and markets change, so the plan doesn’t go stale.
Our story
Tim and Cyndi Walsh founded the firm in 2001 to help friends and family through important financial decisions. They built it on long relationships where both sides show up. In January 2026, Cyndi passed leadership to Owen Rush, whom she mentored for years. He carries their legacy and the same approach forward.
“Client first, advisor second, working as one. Our relationships exist in that order.”
The Friday Chart
Each week we share one chart worth looking at, with the key takeaways.
A quick call to see whether we make sense for each other.
Schedule an intro call