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.

President

Walker Wealth’s President and Chief Executive Officer, Craig Walker, founded the company in 1997. Craig has a long track...

Financial Advisor

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...

Operations Associate

Sokny Vasquez joined Walker Wealth in 2017 after several years in the healthcare industry. She received her Bachelor of...

Our Services

We manage assets for individuals and families, providing investment management, and financial planning services.

Contact Walker Wealth

Blogs

Craig Walker |
Categories
Giving Back During the Holidays The holiday season is a popular time to reflect on the past year and donate to causes you care about. Donations not only aid people and organizations in need; they also confer a potential tax benefit to the giver. Recent changes to the tax code resulting from the COVID-19 pandemic have also incentivized charitable giving, leading to an increase in donations. Here’s a look at the tax benefits of charitable...
Your 401(k) is a tax-advantaged retirement account built to help you save more for retirement. Contributions can lower your taxable income, and money inside your 401(k) grows tax-deferred. Withdrawals are subject to income tax. To encourage people to keep money in their 401(k)s until retirement, the IRS may charge a 10% early withdrawal penalty on withdrawals made before age 59 ½. For the most part, it is unwise to withdraw money from your 401(k) before...
Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset, sector, or the market as a whole. But you can take steps to manage your risk by diversifying your portfolio. Here’s a look at what diversification is, why it matters, and how to do it. What is diversification? Diversification is a technique that reduces risk and volatility in your investment portfolio. The idea is...