Walters Wealth Management

CONNECT

Address:

520 Pike Street, Suite 1400
Seattle, WA 98101

Phone:

WA: 206-939-4353,OR: 503-620-6289

Fax/Other:

1-844-873-2086

Executive Financial Planning

Our planning approach takes into consideration the demanding schedules, responsibilities and financial complexity of our clients. Although most new clients generally come to us having existing products, services and relationships in place, they engage with us because they recognize the need to integrate all financial aspects of their business and personal lives into one cohesive plan. Our process begins with a discovery session focused on learning about our clients and understanding their financial goals. We then analyze their present situation and develop a comprehensive strategy for meeting their objectives. To facilitate and streamline this process, we build a personalized website where data is consolidated in one private, secure location, enabling us to track progress and collaborate with our clients in real time, online.

Please view the video below to learn more about our process and experience the personalized client website.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck