Walser Wealth Management
Defying Conventional Wisdom. Redefining Wealth Management.
Personalized Wealth Management
Personalized Wealth Management
Beyond basic financial advice, we provide highly personalized and tailored financial services delivered by a dedicated team of advisors who are attuned to your individual needs and goals.
Tax-Based Financial Insights
Tax-Based Financial Insights
While most advisory firms use investment-focused techniques, we uniquely blend innovative tax law knowledge with wealth-building tactics for better growth outcomes.
Trusted by Top News Outlets
Trusted by Top News Outlets
As sought-after experts in finance, tax, and market analysis, our insights are regularly featured in leading national and global media outlets.
First-Class Service for Every Client
First-Class Service for Every Client
Every client receives the same service typically reserved for high-net-worth individuals. This underlines our commitment to providing unparalleled care and financial guidance for all.
About Rebecca Walser
Rebecca Walser, JD, LLM, MBA, stands at the forefront of financial innovation as the founder and principal of Walser Wealth Management. Beyond her two decades as a financial consultant and tax attorney, Rebecca has built a dynamic, youthful, and predominantly female team that offers a fresh perspective on wealth strategy.
Together, they provide families, professionals, and high-income business owners with solutions for long-term security and prosperity.
- Top 10 of the Investopedia 100 Top Financial Advisors for 2023
- Tax Mitigation Attorney with 20+ Years of Financial and Legal Experience
- Regular Contributor to Leading Media Outlets, including Fox News, Yahoo Finance, & Bloomberg
- Bestselling Author of “Wealth Unbroken: Growing Wealth Uninterrupted By Market Crashes, Taxes, and Even Death.”
The Problem
The landscape of retirement planning is fraught with uncertainty for many Americans. Traditional investment strategies, while once reliable, are increasingly inadequate in today’s volatile market and changing economic climate, leaving many unsure if they’ll be able to retire comfortably.
This growing concern underscores the need for a more strategic approach to wealth management and retirement planning. Our proactive financial strategies can help you:
- Achieve Financial Independence to Retire Comfortably
- Build a Lasting Legacy to Pass on to Future Generations
- Protect Hard-Earned Assets Against Market Volatility & Inflation
- Secure a Stable, Reliable Income Stream in Retirement
Starting Your Wealth-Building Journey
Starting your journey toward building wealth can be overwhelming with countless options at your disposal. At this stage, it’s essential to establish clear financial goals and understand where to start. With our expert guidance, you’ll navigate through the complexities of investing, setting a solid foundation for your financial future.
Wealth Building & Management
During the wealth accumulation phase, it’s common to encounter stagnation, often due to advisors lacking the initiative to drive further growth.
At Walser Wealth, our method elevates beyond conventional money management by employing proactive strategies designed to not only enhance your wealth but also equip you for future financial milestones. Here, you’re not merely saving— you’re actively forging your path to financial independence.
Income & Tax Planning for Retirement
Building wealth is only part of the journey. The true challenge lies in managing your assets in retirement without depleting them. Where many advisors pause, Walser Wealth presses forward with an income and tax plan for retirement.
This phase is about shifting from accumulation to preservation and distribution. Our expertise ensures that your wealth serves you through retirement, addressing potential pitfalls and optimizing your financial legacy.
Living Off the Wages
Retirement is your time to relish the rewards of your hard work, free from financial concerns. We concentrate on the big picture, ensuring that living off your investments doesn’t tip the balance against your future security.
Our strategies are crafted to provide sustainable income, optimize tax efficiency, and shield your wealth against unforeseen economic events. With Walser Wealth, your retirement is not just comfortable but secured with foresight and strategic planning.
About Our Firm
Redefining Wealth Management
Our financial advisors challenge Wall Street’s conventional strategies with a fresh perspective and innovative approach. With a commitment to empowering clients, we specialize in advanced tax mitigation, wealth preservation, and strategic diversification.
Our personalized financial plans help clients prepare for market fluctuations. We are aiming for more than just growth and preservation— we’re redefining wealth management for those ready to challenge the status quo.
With a new, state-of-the-art office in Tampa and serving clients virtually nationwide, Walser Wealth is the choice for those seeking a proactive path to financial success and a secure, fulfilling future.
Meet the Team
Our Products & Offerings
We specialize in advanced tax planning, wealth preservation, retirement strategies, and more, offering comprehensive services to enhance your assets and achieve your financial goals.
Crashes & Taxes Podcast
Join Rebecca’s podcast, Crashes & Taxes, for a deep exploration of global trends and economic shifts. Discover her expert insights on navigating the complexities and disruptions of today’s financial landscape.
May 13, 2020 | 17 min
The 401k Has Been a Complete Disaster For Americans – Here’s Why
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