A complete list of active advisors currently associated with Walser Wealth Management Company, A Limited Liability Company
Warmer can help you find a great advisor at Walser Wealth Management Company, A Limited Liability Company or one who fits your needs even better.
Walser Wealth Management Company is an SEC‑registered, team-based adviser with 14 advisors managing roughly $339 million for about 677 clients. The firm provides comprehensive financial planning and portfolio management to individuals, high‑net‑worth clients, trusts and estates, pension and profit‑sharing plans, and corporations, and it also offers business retirement plan consulting, optional covered‑options strategies, and access to custodial fully paid securities lending programs. The firm’s investment approach centers on a diversified, low‑cost core implemented with mutual funds and ETFs and a long‑term focus complemented by tactical asset‑allocation adjustments and periodic rebalancing. Walser Wealth manages proprietary model portfolios but also delegates discretionary management to unaffiliated sub‑advisers and uses a third‑party platform (including AE Wealth Management) for model access, trading, reporting, and billing while retaining overall responsibility for client suitability and supervision. Notable distinctions include Walser Wealth’s formal affiliations with a related insurance agency and a related law firm, which enable the firm to offer insurance and legal services under separate engagements but create disclosed conflicts of interest that the firm documents and manages. The firm also uses a sub‑adviser/platform arrangement that performs billing and provides non‑cash benefits and employs an outsourced chief compliance officer who provides services to other advisers; these governance and affiliation arrangements are described in the firm’s disclosures and mitigation procedures.
To learn more about the advisors currently working at Walser Wealth Management Company, A Limited Liability Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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