Who We Serve
As an independent wealth management firm, we serve individuals and organizations across the United States. Our advisors focus their expertise on building financial planning solutions that help investors increase the probability of enjoying a healthy and successful financial future.
How We Plan
Pairing in-depth analysis with tangible goals, our process helps clients take immediate steps to improving your financial circumstances. Through understanding your goals and delivering a comprehensive action-plan, we take a disciplined approach to promoting your financial wellness.
What We Offer
From budgeting and spending plans, to risk management, estate planning, retirement solutions and more, our wealth management strategies are truly comprehensive. By taking the guesswork and prohibitive cost out of financial planning, we deliver affordable solutions tailored to fit your lifestyle.
Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. Blakely Walters Wealth Management is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations.
Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. Take the first steps towards improving your finances by beginning our secure fact finder.Get Started
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
One way to find money is to examine your current spending habits and eliminate money wasters.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Understanding how a stock works is key to understanding your investments.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
With alternative investments, it’s critical to sort through the complexity.
How do the markets usually react to elections? Was the 2016 election any different?