Why Walsvick Wealth Management (WWM)?
Here's Why you'll love working with us and what makes us different from other financial advisory firms
Six reasons why it’s wise to work with us:
1. To help you get and remain financially organized
2. To hold you accountable for achieving your financial goals
3. For objective input when making important financial or investment decisions
4. To receive education around key financial matters that have the potential to affect you
5. To benefit from the breadth of experience we’ve gained from serving so many families
6. So you have someone who is proactively watching over your financial future
Important characteristics that make us different:
Fiduciary Relationship
Working with a fiduciary advisor like us means that we put your best interest first, not some of the time but every time. Some firms are dually licensed and will switch between being a fiduciary advisor and being a broker. This means that your best interest is not always legally required.
Full Transparency Investment Advice
We always show full transparency of the costs to work with us. There are no hidden fees or investment commissions. Unlike many other firms, our management fees for investment advice are based only on the assets we manage. We never receive investment product commissions or referral fees.
Holistic Planning
We pride ourselves on outstanding service by offering financial plans to all of our advisory clients at no additional cost. While other firms charge thousands of dollars for this, we believe it's what a true advisory relationship is all about. We focus on goal oriented planning and want our clients to be fulfilled and to have the future they deserve.
Tax Preparation
We also can 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 allows us to provide even more value to our clients.
Why Walsvick Wealth Management is right for you.
We work with clients of all age groups and lifecycle phases.
While not all move through life stages at the same time, it's important to identify which stage you are in. As people progress though their lives they undergo changes in their financial goals and objectives. It's also possible to be in multiple phases simultaneously.
Asset Accumulation Phase
Ages: Under 45
- Focused on saving and growth
- Debt is usually high
- Cash flow and net worth low
Conservation and Protection Phase
Ages: 45-60
- Focused on saving for retirement, children's education, and asset preservation
- Awareness of life's risks (death, unemployment, disability)
- Balancing goals vs perceived risks
- Some assets aquired
- Increasing cash flow
- Increasing net worth
- Decreasing debt
Distribution and Gifting Phase
Ages: 60+
- Focused on distribution, retirement income, gifting, and legacy
- Low Debt
- High net worth
- Decreased financial pressures