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
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Marriage changes everything, including your insurance needs.
To choose a plan, it’s important to ask yourself four key questions.
Do your insurance needs stay the same when the nest empties?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The market is as unpredictable as the weather. We’d love to help you prepare.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Making the most of surprises is a great reason to work with us.