James J. Walsh

James helps individuals and families bring structure, clarity, and confidence to their financial lives through thoughtful, comprehensive wealth management. With a focus on retirement, tax, college, and estate planning, he works closely with clients to align their investments and financial decisions with their goals — so they can spend more time focusing on what matters most. His approach combines disciplined planning with practical guidance, helping clients make informed choices at every stage of life.

With over 20 years of experience in the financial and retirement planning industry, James brings deep knowledge and a steady hand to complex financial challenges. He is a Chartered Mutual Fund Counselor (CMFC) and a proud graduate of Western Michigan University, where he earned his B.A. in Communications.

For James, being a financial adviser is about more than numbers — it’s about helping people achieve the freedom to live the life they envision. Seeing clients reach milestones, pursue passions, and fulfill dreams — whether that means traveling the country, starting a business, or enjoying a secure retirement — is the most rewarding part of his work.