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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
These food myths will really put a drain on your wallet.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
When to start? Should I continue to work? How can I maximize my benefit?
Understanding how capital gains are taxed may help you refine your investment strategies.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
How long does a $20 bill last?
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here are five facts about Social Security that might surprise you.
A special needs trust helps care for a special needs child when you’re gone.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What if instead of buying that vacation home, you invested the money?