Boutique Wealth Management
What Does Boutique mean?
As an independent advisory firm Walsh Advisors focuses on serving your needs without pressure from investment product manufacturers or a parent company. By providing services to selected clients, we can maintain a diligent and personal approach to the care of your wealth. Our focus is on serving you, not selling to you.
Services
Walsh Advisors provides wealth management services to individuals and families, trusts, non-profit organizations, and small businesses. Our primary focus is the care of your investments. Nevertheless, our comprehensive approach ensures that our overall service meets all of your financial needs.
What is a fiduciary?
As a Registered Investment Advisory firm, Walsh Advisors is guided by the Investment Advisors Act of 1940 and thus held to a fiduciary standard of care. By law, and by our own code of ethics, we ensure that each investment recommendation we make is based on your best interest.