Walter has over two decades of experience in the financial services industry and has been focused on portfolio management for the past 27 years. Walter’s clients appreciate his genuine interest in getting to know you as an actual person, not just your portfolio. To fully understand you and your investment needs, Walter feels it is of the utmost importance to learn about your career, your goals, your family, and any concerns or reservations you may have when it comes to building your financial future together. His ultimate goal is to help you, and he does this by completely understanding your needs.
Walter likes to break down wealth management strategies into straightforward pieces and clearly outlines what his recommended path forward is, why it is ideal for you, and how it will benefit you. He takes a comprehensive approach and focuses on all aspects of your financial well-being, rather than just portfolio performance. Walter believes that wealth management extends beyond mere investment advice and should include financial planning, tax planning, risk management, retirement planning, estate planning, and insurance solutions to encompass a wide range of wealth management needs.
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