Financial Advisory

Accumulating wealth is hard work, so we want to help you protect it.

Walsh One seamlessly handles complex tax situations and will deal with challenging family and inheritance issues. But as ever we endeavor to always go a step beyond, with asset management and planning services that will help you manage and preserve your wealth.

Our experienced CPAs have deep knowledge of financial and business affairs, and peerless technical competence in income, gift, and estate tax planning and compliance.

We also have strategic relationships with sophisticated service providers to help with wealth management, brokerage, private banking, insurance and pension issues.

Our financial advisory services include:

  • Tax Planning and Compliance
  • Financial Planning
  • Estate and Trust Planning
  • Insurance Planning
  • Investment Planning and Monitoring
  • Succession Planning
  • Estate Freeze and Discount Planning
  • Valuation Services
  • Planned Giving Programs
  • Life Insurance Analysis (Adequacy and Structure)
  • Retirement Plan/IRA Distribution Planning
  • Estate & Trust Tax Planning, Compliance and Administration
  • Private Foundations and Charitable Giving
  • Maximization of Wealth Transfers
  • Asset Management
  • College Planning Strategies
For more information on our Financial Advisory services, simply call or click here.