Robert B Walsh (CDFA, CFP®, CPA/PFS, CRPC®)
Robert B Walsh focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
We provide all encompassing, personalized, holistic, fee-only tax & financial advisory services in essentially the same manner that was once only available to the super wealthy. We collaborate with our clients addressing all their tax planning and preparation and financial issues in a comprehensive, integrated manner.
Additional Information
If you are seeking a team of dedicated professionals with expertise, objectivity and attention to detail, Lighthouse Financial Advisors can help you.We build personal relationships with our clients in order to provide optimal solutions and guide you through the complex financial strategies,tax issues, and decisions associated with managing your wealth.
We want to liberate you from the complexity of finances so you can live prosperously and enjoy the journey.
NAPFA Start Date
April 17, 2000
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