W. Thomas Walsh III is a CPA and CFP® with a Masters Degree in Financial Planning and has more than 30 years of experience in the financial services profession. His practice focuses on comprehensive financial planning including goal setting, investment selection and management, retirement planning, tax planning, and risk management.
SERVICES AND PHILOSOPHIES
Our mission is to help our clients save time and money, give them peace of mind, and help them reach their goals.
Our business is defined by our core values. This is what our clients can expect to receive from us:
WE VALUE INTEGRITY ABOVE ALL ELSE. WE FOLLOW THIS PRINCIPLE BY:
- Always acting in the best interests of our clients.
- Maintaining complete confidentiality regarding personal and business matters.
- Providing honest, reliable advice.
AT THE END OF THE DAY, IT IS OUR COMPETENCE THAT DETERMINES OUR CLIENTS’ SUCCESS. IT IS ALSO WHAT DIFFERENTIATES US FROM OUR COMPETITION. WE MAINTAIN OUR EDGE BY:
- Hiring the best and brightest people.
- Investing heavily in training and development.
- Utilizing the most advanced tools available.
CREATING AND MANAGING INTERGENERATIONAL WEALTH IS A PROFOUND RESPONSIBILITY. WE EXERCISE PRUDENT JUDGMENT AT ALL TIMES BY:
- Reviewing risk management (insurance) programs for adequacy.
- Emphasizing quality in all investment portfolios.
- Proactively managing investment portfolio risk.
OUR CLIENTS EXPECT AND DESERVE EXCEPTIONAL SERVICE AT ALL TIMES. WE DELIVER BY:
- Responding to all client requests promptly.
- Caring about our clients personally.
- Exceeding their expectations.
OUR CLIENTS SHOULD EXPECT TO RECEIVE MORE FOR THEIR MONEY FROM US THAN THEY CAN GET ANYWHERE ELSE! WE DELIVER EXCEPTIONAL VALUE BY:
- Providing our clients with superior advice and service at a fair price.
- Bringing to bear the expertise of other professional advisors.
- Meeting with them regularly to review their goals and plans.