Walsvick Wealth Management, LLC
Phoenix, AZ 85050, USA
Phoenix, AZ 85050, USA
At Walsvick Wealth Management, we make your money work harder so you don't have to.
We don’t settle for the status quo. We design you a clear personalized plan with attention to every detail, and your best interest is always in-mind.
In a world with so much uncertainty, we help create the financial certainty that you can thrive in any season.
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What do you love most about your job?
It has been said that “the best teachers teach from the heart and not from a book.” I completely agree with this statement because teaching is something that is near and dear to my heart.
You see, in identifying some of the top reasons why people should work with a financial professional, I discovered that I am an educator at heart. I view it as my job to educate my clients about important financial and economic matters that have the potential to impact their life. I take great pride in this and derive deep satisfaction from sharing my knowledge.
While it is true that automated investing technology may be able to perform important functions (we use such technology for the benefit of our clients), it can never sit at a table with you and have a meaningful conversation. In this age of technology, we still value face-to-face interactions with real people -- from the heart.
What inspired you to start your own business?
Walsvick Wealth Management was created with the aim of guiding our clients in every aspect of their financial lives. We provide comprehensive financial planning and advice services. For each of our clients we strive to enrich their lives by creating financial stability, flexibility, and optimization of their unique situation.
We are committed to service and take a "hands on" approach to financial guidance. Not only will you find us highly knowledgeable, but you will also discover that we truly care about helping to make your dreams a reality. As your Financial Professional, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of how a disciplined approach is the key to realizing your dreams.
Our principle focus is on education, communication and maximization of your wealth. We ensure you have a complete financial picture of your situation, and provide comprehensive and customized advice so that you can make the best decisions concerning your financial future.
Why should our clients choose you?
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.
Can you provide your services online or remotely? If so, please add details.
Yes, online / remote services are available by phone and Zoom.
What changes have you made to keep your customers safe from Covid-19?
We can provide online/Zoom meetings as well as in person meetings.
Financial Planning
Wealth Management
Budgeting / Cash Flow and Debt Management
Goal / Objective Planning
College Education Planning
Investment Planning / Portfolio Design
Retirement Planning
Tax Preparation and Business Planning
Insurance /Risk Planning
Estate Planning
