Walsh Wealth Strategies is a financial services firm led by Tom Walsh, with a client-centered approach built around helping people improve their financial well-being and pursue their goals. The firm develops comprehensive, holistic plans based on each client’s circumstances, priorities, and reasons for planning, taking time to listen and understand what matters to individuals and families.

A particular focus is helping families with members who have special needs. The firm recognizes the personal, social, and financial considerations involved in planning for a loved one’s present and future care. Its work brings together everyday financial planning, retirement planning, and estate planning, with attention to how these areas affect the whole family.

Walsh Wealth Strategies also helps clients navigate the “second half of life,” including questions about retirement, work, giving back, and legacy. Planning topics may include Social Security timing, long-term care, investment strategies, protection strategies, and estate planning. Securities are offered through a registered broker-dealer, and advisory services are offered through a Registered Investment Adviser.