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.

Our Team

President

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

Financial Advisor

Dawn Bowman recently celebrated 21 years of dedicated service at Walker Wealth Strategies. She began her career at the...

Financial Planning Associate

Carolynn Cox joined Walker Wealth Strategies in 2016 after several years of experience in accounting and operational...

Operations Associate

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

Operations Associate

Sharon Garate joined Walker Wealth Strategies after many years with Wells Fargo as a Fiduciary Administrator. She...

Our Services

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

Contact Walker Wealth Strategies

Blogs

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s. These arrangements have higher contribution limits and let employees save for retirement on a post-tax or a tax-deferred basis, which is more typical. However, as individuals move from job to job or employer to employer, they are faced with decisions about what to...