Articles & News

November 9, 2014

Clune J. Walsh, III joins Schechter Wealth

Schechter Wealth Appoints New Wealth Advisor; Expands Firm to West Palm Beach Area Birmingham, Mich., March 30, 2015—Schechter Wealth (http://www.schechterwealth.com) announces that Clune J. Walsh, III has joined the firm as a Senior Advisor, providing wealth management services to their growing client base in southeast Michigan, and in West Palm Beach, FL. Mr. Walsh comes…

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Introduction

Clune Walsh has 25+ years of experience working with and advising high net worth individuals’ family offices, business owners, corporations, attorneys, CPAs, and money managers to find the right solutions to achieve financial objectives such as wealth accumulation, tax and estate planning, wealth transfer strategies and charitable giving. Clune works with prominent families in Detroit, Harbor Springs, New York and the Palm Beach areas.

Prior to joining Schechter, Clune was in a similar role as a partner at Walsh Financial Group where he advised his clients regarding estate planning, wealth transfer, corporately-owned life insurance and non-qualified executive programs. Walsh Financial is a member of M Financial Group, a network of 140 independent financial services organizations.

Clune started his career at The Equitable in Chicago, IL, where he was a National Account Representative of Group Operations. During his time there, Clune oversaw all facets of life insurance processes, including underwriting and rate analysis for large group policies. He also managed large case installations and handled the accounts of various clients such as Miller Brewing and Interco.

Clune resides in St. Clair Shores, Michigan. In the summer, he spends time with his three kids, Sloane, Clare and Clune, IV in Harbor Springs, Michigan. Clune is a competitive sailor, where he has logged over 10,000 open ocean racing miles, and participates in grand prix racing events internationally.

Check the background of this investment professional on FINRA’s BrokerCheck.