General Info

James Walter Wealth Management is a financial planning firm that offers a variety of services, including investment planning, work optional lifestyle planning, legacy planning, charitable planning, multi-generational planning, estate planning, and concierge services. The firm is committed to helping clients achieve their financial goals and offers a personalized approach to financial planning. Clients work with a team of experienced financial planners to develop a plan that is tailored to their individual needs and circumstances. The firm also offers a variety of educational resources to help clients learn more about financial planning.