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3333 North Hayden Road, Scottsdale, AZ 85251

480-776-5897
info@blakelywalters.com
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Financial Planning As a Benefit

We partner with leading organizations to provide Financial Wellness programs with a lasting impact.

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Who We Are 

As an independent wealth management firm, we serve individuals and organizations across the United States.

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Our Mission 

Our mission is to create measurable, action-oriented steps that improve your financial independence.


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 Who We Are

As an independent wealth management firm, we serve individuals and organizations across the United States. Our advisors focus their professional experience on building financial planning strategies that help investors increase the probability of enjoying a healthy and confident financial future.


 How We Work

Pairing in-depth analysis with tangible goals, our process helps clients take the proper steps to improving your financial circumstances. Through understanding your goals and delivering a comprehensive action-plan, we take a disciplined approach to helping promote your financial wellness.

What We Offer

From budgeting and spending plans, to risk management, estate planning, retirement strategies and more, our wealth management strategies are truly comprehensive. By taking the guesswork and prohibitive cost out of financial planning, we deliver affordable strategies tailored to fit your lifestyle.


Customized Financial Strategies For the Many Milestones in Life

Customized Financial Strategies For the Many Milestones in Life

In an ever-changing financial climate, it can be challenging 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 independent 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 helping improve your finances by clicking on the tab, 'Get Started Here'

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Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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