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 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...

Our Services

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

Contact Walker Wealth

Blogs

Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets like precious metals, or they could be financial assets like private equity or hedge funds. Alternatives tend to be riskier than traditional assets, which means investors usually have to meet certain criteria to access them. Here’s a closer look at alternatives and some of the most common options available. What is an alternative investment? An...
Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a long-dormant fear: runaway inflation. But what is inflation, and is it something to worry about? A lot of the thinking surrounding inflation has changed over the years, and economists disagree on what causes it and how much weight the federal government and Federal Reserve should give it when it sets fiscal and monetary policies. Here’s...
Craig Walker |
Categories
Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most common IRAs you’ll choose from are traditional and Roth IRAs. Both are designed for long-term growth, but there are some key differences, including how your contributions are taxed and when you can withdraw funds. Here is a breakdown of the two accounts and a look at how to choose the one that’s right for you...