Challenging The Wisdom Of Convention
Our Services
Products & Offerings
From advanced tax planning and strategic wealth preservation to innovative income plans for retirement, we offer a wide range of services that are personalized for every client.
Embracing a contrarian approach, we specialize in tactical investment management, alternative wealth diversification, and comprehensive estate planning to protect and grow your assets for generations to come. Each solution is crafted to optimize your financial landscape and provide a customized approach to achieve your wealth management goals.
Investment Management
Our tactical investment management approach surpasses traditional strategies that mainstream financial institutions offer by actively analyzing market data points to inform buy and sell decisions.
This precision enables us to define a client’s maximum tolerable loss, pursuing growth while hedging against that threshold. Our strategy, focused on navigating market volatility and minimizing emotional investing, quantifies risk to ensure portfolio growth across all cycles, offering a dynamic, data-driven path to financial security.
- Active, Rules-Based Asset Management
- Quantification of Expected Risk
- Minimization of Emotional Investing Errors
- Long-Term Portfolio Growth & Stability
Our Wealth Model
Walser Wealth’s model transcends the traditional ‘Triangle of the Market’ by embracing mathematically sound strategies that ensure stability and growth, especially as retirement nears. Our approach extends beyond typical market investments, incorporating asset classes guaranteed against principal loss and offering superior performance over time.
This comprehensive model not only anticipates market downturns but also leverages tax-advantaged investments to maximize wealth while minimizing tax exposure, ensuring control remains firmly in your hands.
- Mitigate Risk & Optimize Returns
- Protected & Tax-Advantaged Asset Classes
- Strategic Use of Tax Code Benefits for Wealth Building
- Leverage Against Market Downturns
Comprehensive Planning
We offer comprehensive planning that goes beyond conventional advice to align with today’s financial realities. We craft personalized roadmaps that address your unique goals, risk tolerance, and every aspect of your financial landscape, ensuring a strategy that evolves with you— from building wealth to enjoying retirement and transferring wealth to future generations.
Our planning process is designed to empower you with a clear, actionable plan that covers all bases for your financial security and legacy.
- Tailored Goal-Setting & Prioritization
- In-Depth Review of Current Financial Status & Asset Management Strategy
- Detailed Retirement Planning With Income, Tax, & Cash Flow Projections
- Personalized Financial Plan & Strategic Implementation
Our Strategies
We’re dedicated to crafting financial strategies that break traditional norms and build a lasting legacy that’s uniquely tailored to your goals and aspirations.
Wealth Building Strategy
We offer wealth-building strategies that uniquely combine tax law expertise with customized financial planning, providing clients with a sophisticated approach to wealth accumulation and preservation that transcends traditional investment advice.
- Personalized Financial Planning
- Retirement Security
- Long-Term Financial Growth
- Peace of Mind
- Comprehensive Risk Management
- Boutique Service
Tax Mitigation Strategy
Our Tax Mitigation Strategy, crafted for discerning investors and business owners, uniquely blends expert tax law knowledge with personalized financial planning, delivering tailored solutions that maximize tax savings and enhance overall wealth efficiency.
- Reduced Tax Liability
- Long-Term Wealth Preservation
- Retirement Security
- Optimized Legacy Succession
- Comprehensive Risk Management
- Personalized Financial Planning
Wealth Preservation & Longevity Strategy
The Wealth Preservation & Longevity Strategy, designed for forward-thinking retirees and high-net-worth individuals, stands out with its holistic approach to secure financial futures. It combines advanced estate planning, tailored life insurance solutions, and long-term care strategies to ensure enduring wealth and legacy continuity.
- Retirement Security
- Robust Asset Protection
- Comprehensive Risk Management
- Optimized Legacy Succession
- Coverage for Long-Term Care Expenses
- Personalized Financial Planning
- Long-Term Wealth Preservation
- Peace of Mind
Business Owners & Succession Strategy
Our Business Owners & Succession Strategy provides a unique blend of personal wealth management and business continuity planning, ensuring seamless transitions and optimized financial health for entrepreneurs, with a focus on maximizing wealth passed to successors and family members.
- Unified Personal & Business Strategy
- Enhanced Continuity Planning
- Reduced Tax Liability
- Optimized Legacy Succession
- Retirement Security
- Personalized Financial Planning
- Comprehensive Risk Management
Counter-Market (Alternative) Wealth Diversification Strategy
We offer Counter-Market Wealth Diversification Strategies that uniquely harness alternative investments to mitigate market risks and enhance portfolio resilience, offering clients seeking stability in volatile markets a sophisticated approach to achieving balanced and diversified financial growth.
- Reduced Portfolio Volatility
- Potential for Higher Returns
- Enhanced Portfolio Diversification
- Comprehensive Risk Management
- Personalized Financial Planning
- Long-Term Financial Growth
