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Your Financial Partners Understanding Your Goals Simplifying the Complex Lifelong Guidance
 

Investments

 

Retirement Planning

 

Education Funding

 

Risk Management

OUR WEALTH MANAGEMENT PHILOSOPHY

In today's media driven society, investors find it difficult to remain on course with their financial plan. While technology allows for fast news delivery, it's crucial for  investors to focus on their goals and turn down the noise. At Walden Investment Services, we start every relationship with a thorough understanding of your short and long term goals. Whether it's a retirement planning, education funding, investment management or risk management, we take our time to ask the right questions about your unique financial situation.  Because all aspects of the financial planning process are interconnected, we review all your financial documents to make sure we do not miss a beat and only when they are thoroughly analyzed, do we make a recommendation.

Your financial plan starts as a reflection of where you are in life and it evolves with time.  We ensure that we stay on course by monitoring the plan with regularly scheduled meetings and update it as needed.  We pride ourselves on guiding our clients throughout all  three phases of our financial life, accumulation, preservation and succession.  We do understand our scope and limitations when working with clients, therefore we collaborate with our client's CPAs and attorneys when implementing our  tax efficiency and estate/elder care planning strategies. Essentially, we see ourselves as the Quarterback of your team or the family primary physician.

Our professionals have many years of experience in the banking and wealth management industry. Our holistic approach can help address your needs of today and many years to come. We are proud to let you know that our Financial Advisors are salaried employees so rest assured that we will always have your very best interest in mind.

We look forward to working with you through all stages of your life.







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