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.
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Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Doubling Your Money
This calculator demonstrates the power of compound interest.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.