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Walsh Asset Management, LLC

Walsh Asset Management, LLC was founded in 2000. We offer a full range of investment services, including investment management for individuals, businesses, foundations and churches.

In conjunction with plan administrators, we help the plan sponsor coordinate the investment process of business retirement plans, including 401(k) plans, profit sharing plans, SEP plans, SIMPLE plans and money purchase pension plans.

Bridging the investment management and retirement plan segments, we assist individuals in creating custom retirement plans.

Through strategic alliances, we are able to offer clients access to various insurance products, including life, health, disability income, and long-term care insurance, along with estate plan formulation.

For the business owner, we can assist you with employee health and welfare plans, and various executive benefit plans including split dollar life, key person life, deferred compensation plans and business continuation planning.