Who We Work With

Walt works primarily with pre-retirees and retirees with portfolios of $200,000 or more.

Aside from getting and staying correctly organized financially for their goals, clients need peace of mind more than anything else. By teaching clients the history of the different investments available and which strategies can work more consistently over time, Walt is able to help clients relax and anticipate the ups and downs of the markets, and through the strategy of rebalancing, even potentially take advantage of the vagaries of the markets.

Walt majored in English and minored in history, and his ability to teach the history of investing helps clients to understand the risks involved in investing and how to live with and profit by undertaking those risks.