That’s right! Not only do we provide Grade A accounting services, but also financial advisory services. In fact, we have a whole in-house comprehensive wealth management firm, Walters Strategic Advisors, which works hand in hand with our accounting practice. Both operate under the same principles, such as focusing on creating strategies that reduce taxes, accumulate wealth, and protect current assets — all to put our clients down a path towards a stress-free financial future, from now until retirement and beyond.
We offer a wide range of wealth management services. From investment strategies to retirement planning and insurance guidance, all the way to inheritance and legacy planning and everything in between. Each service is focused solely on your needs, customized to your optimal fit. Basically, we take your whole financial picture into account – income, debts, obligations, current assets, age, health, family status, geographical location, and risk tolerance – to carefully craft your financial plan.
For example, as an investment strategy, we may recommend buying a series of Bonds, Mutual Funds, REITs, or a prudent mix to help ensure you’re not only financially fit but also financially flexible. For Retirement Planning we can advise as to what kind of retirement account is best for you – IRA, 401(K), Solo 401(K), or one of the Roth options, as well as help determine what percentage of your income should be set aside. Of course, we’re not limited to just those listed here. When it comes to insurance, we can consult on the multitude of insurances available to you, making sure you are neither over-insured nor under-insured (or worst of all – non-insured!). Many may not even know it, but there are life insurance policies that can even offer passive income!
The events currently happening around the world are quite unprecedented, with the financial and technological landscape changing so significantly that you may not even recognize it. You need an advisor to help guide you through the complexities of this ever-changing financial-services world. An advisor that will build a long-term relationship with you, one that you can trust to help navigate and overcome these challenging new obstacles. Our tax expertise coupled with our personalized touch and sincerity is what sets us apart from other financial advisory firms.
Our team is the same exact one you know and love from the Accounting side. Douglas Walters, our Managing Partner, holds a Series 65 Investment Advisor license. He combines his accounting expertise and industry experience to provide best-in-class financial services. Working alongside Douglas is our Director of Wealth management Joshua Pisa, who also holds a Series 65 license. He has 15 years of financial industry experience, including a long stint at Ernst and Young (also known as EY).
We serve anyone that has the commitment and forethought to start managing their finances today. If you’re an individual, we can suggest money management strategies that will help you save more money every day. We’ll take such factors into account as age, family plans, professional status, and proximity to retirement to get the most out of your individual situation.
The needs of a family will greatly differ from those of an individual. The children will eventually go off to college, so we can help you choose the best savings plans or find alternative means of financing tuition. And as your family gets bigger, your place of residence should keep pace. That probably means taking out a mortgage, which we can guide you through step-by-step.
There are a few unique strategies we offer to business owners to help their business grow and also not be too reliant on their business when it comes to retirement. We can help attract and retain key talent through financial incentives often overlooked by other businesses and financial advisors – and if it comes down to the worst, we can help you minimize the blow of losing a key employee or partner through a variety of investment vehicles.
Of course, this is just the tip of the spear – one of our qualified and experienced advisors can answer any questions or issues you may have, so feel free to shoot us an email or give us a call. We’re looking forward to hearing from you!