Walsvick Wealth Management

Working with a fiduciary advisor like us means that we put your best interest first, not some of the time, but every time.

Most firms are not fiduciaries, and some are dually licensed, meaning they will switch between being a fiduciary advisor and being a broker.

Unfortunately, clients will not know when that switch happens. This means that with those other advisors, your best interest is not always legally required. 

We pride ourselves on outstanding service by offering financial plans to all of our advisory clients at no additional cost.

Other firms charge thousands of dollars for this, yet we believe it's what a true advisory relationship is all about.

We focus on goal oriented planning and guide our clients to achieve the results they desire, so they can have the future they deserve.

We always show full transparency of our costs. There are no hidden fees or investment commissions. 

Unlike many other firms, our investment management fees are based only on the assets we manage. We never receive investment product commissions or referral fees.

We also provide tax preparation services for individuals, small businesses, and fiduciaries. For many clients individual income tax preparation is included at no additional cost.

Very few financial advisors have this capability or service, yet we believe it makes us better advisors, and it allows us to provide even more value to our clients.