Walker Wealth’s President and Chief Executive Officer, Craig Walker, founded the company in 1997. Craig has a long track...
Independent, Fiduciary, Fee-based Wealth Management and Financial Planning
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Dawn Bowman recently celebrated 21 years of dedicated service at Walker Wealth. She began her career at the company...
Financial Planning Associate
Carolynn Cox joined Walker Wealth in 2016 after several years of experience in accounting and operational roles in the...
Sokny Vasquez joined Walker Wealth in 2017 after several years in the healthcare industry. She received her Bachelor of...
Life changes - your financial plan should, too.
We manage assets for individuals and families, providing investment management, and financial planning services.
The tax give-back for parents of young children is different in 2021
These tax-advantaged savings accounts can help you cover your health care expenses A health savings account (HSA) is a tax-advantaged savings account that allows individuals with high-deductible health plans to set money aside for medical expenses. These accounts offer unique tax benefits and can even be savings tools for retirement. What is a health savings account and how do you qualify? An HSA allows you to contribute pre-tax funds and make tax-free withdrawals to pay...
You’ve spent years planning and saving for your retirement. And then, out of the blue, your employer hands you an early retirement offer that could change everything. An early retirement, or “voluntary severance,” offer is a financial incentive to resign that an employer may offer to senior employees when they need to reduce payroll costs. This voluntary package could be a boon, giving you the freedom to pursue other activities, or an unwanted complication throwing...