We help individuals and families build a financial plan they can trust.
How we can help you.
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Financial planning
A clear path for your next chapter.
Life moves quickly, and it’s easy to feel uncertain about money. We help you clarify your priorities, create a strategy, and give you confidence that every decision is working toward your goals. -
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Retirement planning
Retire with confidence, not questions.
Your retirement should be a time of security and freedom, not worry. We design a plan tailored to your lifestyle and dreams, so you can enjoy the future you’ve worked for. -
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Estate planning
Protect what matters. Preserve your legacy.
Planning ahead ensures your loved ones are taken care of and your wishes are honored. We guide you through clear, thoughtful strategies that protect your legacy and provide peace of mind. -
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401(k) rollovers
Make your next move a smart one.
Changing jobs or consolidating retirement accounts can be confusing and stressful. We simplify the process and keep your retirement on track. -
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Insurance planning
Protection when it matters most.
Life is unpredictable, but the right coverage can protect what matters most. We help you identify gaps and choose solutions that safeguard your family’s future.
Are you a business owner?
35+ years of experience
guiding individuals and families on their financial journeys.
Here’s what you can expect.
We follow a basic 4 step process:
1. Answer a few questions by completing our introduction form.
2. Meet with us for 20-30 minutes in person or virtually.
3. We begin building a financial plan that’s personalized for you.
4. Move forward with confidence.
Frequently asked questions.
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A long-term relationship focused on understanding your goals, creating a clear plan, and providing ongoing guidance as life changes.
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For the majority of our clients, compensation is asset-based, ensuring our interests are aligned with yours from the very beginning of our relationship.
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Walters Wealth Management does not custody your assets; instead, we utilize a third-party custodian to hold and safeguard them.
Your assets are held in accounts titled in your name at National Financial Services (NFS), part of Fidelity’s clearing and custody platform that supports millions of accounts and oversees more than $15 trillion in client assets - making it one of the largest and most trusted custodians in the United States financial industry.
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We establish a schedule for routine meetings and reviews. In addition, we’re always available to meet as often as you need - whether questions come up or circumstances change.
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We follow a disciplined, long-term approach focused on diversification, risk management, and keeping strategies aligned with your goals.
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You should choose Walters Wealth Management if you value a relationship that’s personal, responsive, and built for the long term. We’re a family-owned firm with a 35-year track record, and we work proactively to anticipate your needs. When working with us, you’ll be engaging directly with a partner of the firm who is invested in your personal success. Our advice is tailored to your unique situation and we treat every client with the care and attention we would give to a member of our own family.
