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 provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and corporations. Its offerings include written financial plans and consulting, discretionary and non‑discretionary portfolio management, managed‑account solutions, and retirement plan design and consulting for employers. The firm emphasizes diversified, primarily passive asset allocation implemented through mutual funds and ETFs, while permitting tactical allocation adjustments and a generally long‑term orientation; it also offers proprietary in‑house model portfolios. Portfolios are constructed around client Investment Policy Statements, and the firm can implement strategies directly or through unaffiliated sub‑advisers and program sponsors while providing ongoing monitoring and rebalancing. A distinctive feature is the firm’s affiliation with a law practice and the fact that the firm’s owner is a licensed tax attorney and insurance agent who provides legal and insurance services in addition to investment advice, allocating roughly 25% of time to legal services, 25% to insurance work, and 50% to investment advisory activities. The brochure discloses this structure and other governance elements—such as the use of proprietary models, formal sub‑adviser due diligence, and engagement of an outsourced chief compliance officer—and describes policies to address resulting conflicts of interest.
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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")