Who We Are

We are a boutique wealth management firm in Tempe, Arizona serving clients across the United States. We are independent, private, and comprehensive investment advisor representatives. Having worked many years for a larger financial planning company we decided to advise independently.
Read more…

What We Do

We allow our clients to choose which platform is most appropriate for them. We work either hourly, per plan, on retainer, or as a percentage of assets managed. We specialize in building customized financial plans, managing assets, and brokering insurances. For companies and organizations we also specialize in providing “financial planning as an employee benefit.”
Read more…

Contact Us

Blakely Walters Wealth Management
637 S. 48th Street Ste. 201
Tempe, Arizona 85281
info@blakelywalters.com
480.776.5897
Directions

Loading…

Comments are closed.