Blakely Walters

3333 North Hayden Road

Scottsdale, AZ 85251

480-776-5897

Description

At Blakely Walters, planning starts with you. We established our firm to bring our broad institutional background to the unique needs of individual investors. Our executives utilize their over 25 years of collective experience to provide a truly personal approach to wealth management. Whether youre in the heart of your career or preparing for retirement, our advisors are committed to enhancing your success.

As a strategy-driven firm, we create comprehensive and flexible financial solutions that meet the needs of today while laying the foundation for tomorrow. You deserve solutions that are customized to your situation yet adaptable to change. When your life evolves, so should your strategies. Whatever you hope to achieve, our tailor-made strategies are built to help grow your wealth, minimize the burden of taxes, and give you confidence in pursuing your short and long-term goals.

General Information

Services

Ongoing management and oversight , Rebalancing , Distribution planning , Annual in person review , Comprehensive Review of Finances , Goal Setting , Documented action plan , Access to world class financial planning software , Best In Class Risk Assessment Review , Goal Analysis , Portfolio Design

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