
DYNAMIC WEALTH
Experienced, Independent, Fee-Only Investment Management & Financial Planning
Welcome to Dynamic Wealth.
Your financial circumstances and wealth are unique and dynamic. We customize our advice and service to you.
I am David Walsh, experienced investment and financial advisor, business and trust lawyer, and founder.
I help clients with all facets of their financial lives and legacy. My wealth law practice as a trust and business lawyer enhances my experience as a financial advisor and the customized, creative, and collaborative solutions my clients look forward to—hallmarks of working with David Walsh.
“Plans are nothing. Planning is everything.”
— Dwight D. Eisenhower