Whether you have a quick question, need detailed guidance, we are here to listen and help.
Reach out today, and let’s start the conversation.
William Walsh IV.
Founder of Dunedain Capital.
Get to
Know Me
William is an alumnus of Fordham University’s Gabelli School of Business, with a Masters in Finance. He is also a graduate of Springfield College with a dual degree in History and Secondary Education.
Mr. Walsh has been investing in the financial markets since 2018 and is also a founder of Aegis Partners Fund, a private pooled investment vehicle, with a focus on owning public companies for the long-term.
Mr. Walsh is a fitness enthusiast who enjoys playing basketball and training in mixed martial arts.
What Makes Us Different From
Traditional Financial Advisors.
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Absence of a $250,000 balance will not disqualify you; we evaluate every applicant on their overall merits, not merely on the size of their assets.
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Pick the level of service you deem worthwhile.
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Sign up for a monthly subscription to test us out. If you are not satisfied, Cancel anytime.
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Sign up for a year upfront to get a 10% discount.
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We bring value to you though personalization and price.
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Portfolio management is a separate “fee”.
Our Core Values
We believe financial empowerment is for everyone, regardless of wealth.
Our mission is to provide transparent, high-quality financial planning and investment services tailored to your unique goals. Whether you're starting with modest savings or managing substantial assets, we deliver professional guidance with integrity and care.
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Integrity
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People
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Transparency
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Flexibility
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Vision
Plans That Fit Everyone.
We believe financial empowerment is for everyone, regardless of wealth.
Reach out today, and let’s start the conversation.
Whether you have a quick question, need detailed guidance, we are here to listen and help.
Reach out today, and let’s start the conversation.
Reach out today, and let’s start the conversation.