Prior to founding AWM in 2014, Walt has spent more than 20 years advising a diverse group of clients on their financial lives and providing investment management services. His experience has spanned the varied fields of retirement income planning , risk management (life, disability, and long-term care insurance), estate and tax planning, retirement plan management, and education funding.
During his career, Walt has always focused on his core competency of investment management. It is this particular skill and service that is unique to almost all of our clients and the fundamental driver in obtaining clients financial goals. Possibly the most important “teacher” has been the performance of the financial markets during his career. From the booming markets of the 90’s, the subsequent tech bubble in 2000, and the financial crisis in 2008; these events have challenged, influenced, and shaped his investment philosophy he executes for clients today.
Walt attended Baldwin-Wallace College (now University), graduating in 1990 with a degree in Business Finance. He began his financial advisory career in 1996 and became a CERTIFIED FINANCIAL PLANNER (CFP) Professional™ in 1999. He became a registered representative in 1996, holding the series 6 and later the series 7 securities license and is a licensed life, long-term care, and disability insurance professional. Today he is an Investment Advisor Representative acting as a true fiduciary to client assets.
Walt resides in Olmsted Falls with his wife Christine and boys Alex and Ryan.
