Sound financial plans outlast the uncertainty of the moment. Markets shift and economies change, but at Blakely Walters Wealth Management, our customized strategies are built to evolve. That’s why we provide a consistent and objective perspective to ensure your financial plan is integrated for today and optimized for the future.
We offer a full suite of services for investors of all economic strata. From helping individuals and business owners, to retirees and more, we’ll help ensure your plan works in unison so you can stay focused on what matters most. No matter what you need, or when you need it, we’ll be here to help you maintain your financial freedom through all of life’s stages.
Since our inception, we have delivered three tiers of services for our clients:
Comprehensive Wealth Management
The heart of our practice is dedicated to constructing and managing investment portfolios. As the primary advantage of our firm, our wealth management strategies incorporate analytical processes to fully understand client priorities. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to first gain a deep appreciation for every aspect of your situation before offering our recommendations.
Through aligning your investment strategy with your objectives, we will identify the best solutions to reduce income tax liabilities, develop a personal cash flow statement, and assist in developing a comprehensive asset allocation and diversification strategy. As markets shift and your personal needs change, our customized strategies are built to evolve.
Growing your wealth is a priority, but protecting and preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones. As a comprehensive financial planning firm, we have access to a full suite of insurance policies, including life, disability, and long-term care insurance for the continued protection of your assets. While monitoring your existing policies to guard against loopholes, we will seek new opportunities to defend what you’ve worked so hard to achieve.
Retirement Plans for Employers (And Participants)
For employers seeking a dedicated partner to assist in managing your retirement plan, we offer a full range of services to help. Whether you have a 401k, 403b, 457, or a Non-Qualified Plan, our advisors have access to comprehensive tools and resources designed to mitigate your fiduciary liabilities, make the day to day operations easier to administer, and effectively engage participants through financial wellness education, investment guidance and more. By conducting independent benchmarking strategies, we will hold your service providers accountable to providing the most competitive and efficient plans on the market.