Scott Walsh has twenty-three years of experience in financial services and specializes in Investment Management and Retirement Planning. He enjoys answering the question, “Why work with an advisor?” He shows clients the positive impact working with a financial advisor can have on reaching their financial goals. He shares examples where he may help them pay less in taxes, have a more efficient portfolio, lower costs, and get a real financial plan in place so they feel more confident about the future.

Scott encourages his clients to paint a picture of their dreams and aspirations so they can have an open discussion about finances and what’s possible. He helps take the emotion out of financial decision-making with a solid plan that focuses on logic and facts. Having a thought-out plan helps clients stay on course long-term and achieve the success they desire.

Scott holds a B.S. in Finance from West Chester University of Pennsylvania. He participates in Sequoia’s Resource Groups for Business Owners, First Responders, Executives, Physicians, and Special Needs.

Scott and his wife have celebrated 18 years of marriage and reside in Havertown, Pennsylvania. They have two sons and two Labrador Retrievers.