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Walsh, Amar & Associates

Private Wealth Advisors

CENTURY PLAZA TOWERS

2049 CENTURY PARK EAST, FLOOR 11

LOS ANGELES, CA 90067

310.407.4864

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About us

Walsh Amar and Associates

We are a wealth management team that advises a select group of highly accomplished clients. Headquartered in Los Angeles we serve clients and their family members across the United States.

Our team is distinguished by a number of factors:

Clients of Influence

We focus on a small number of clients who are best served by our intensive indepth approach. Clients include Fortune 500 CEOs and Forbes 400 Families as well as entrepreneurs, business owners, entertainment principals and other families with complex wealth management needs.

Analytical Rigor and Technical Depth

Our team is capable, knowledgeable and highly skilled. We drive value by applying sophisticated strategies that seek to optimize investment, credit, balance sheet and tax considerations relative to client goals. Our team leaders Michael Walsh and David Amar have the hands on experience and senior management background for which there is no substitute.

Network of Relationships

Substantial wealth is different. We help families navigate the complexities of wealth by pinpointing a targeted network of contacts both within the Firm and beyond. We help clients glean the best practices of their peers so that they can benefit from the insights of similarly accomplished individuals.

Focused Attention

Our team has worked together since the 1990s resulting in streamlined operations. Our internal harmony enables us to focus fully on the clients we serve. We have purposefully built our team as a gateway for unique and distinctive client needs: indepth advice, relentless client service, coordinated strategy across multiple disciplines and a warm personalized client ethos.

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Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.

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Meet the team

Michael Walsh

Managing Director

Private Wealth Advisor

310.407.4864

310.407.4864

michael.e.walsh@ml.com

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David Amar, CFA®

Managing Director

Private Wealth Advisor

310.407.4861

310.407.4861

david.amar@ml.com

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