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
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Rightsizing for Retirement
What does your home really cost?
For many, retirement includes contributing their time and talents to an organization in need.
Ascertaining the value of your business is important for a variety of reasons.
It's important to understand the pros and cons when considering a prepaid debit card.
Earnings season can move markets. What is it and why is it important?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here’s a crash course on saving for college.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.