Integrated Profile of Walser Wealth Management
Walser Wealth Management is a prominent financial advisory firm leveraging its expertise and innovative strategies to provide superior wealth management services. Headquartered in Tampa, Florida, with operations in Minneapolis, Minnesota, the company extends its services nationwide, offering a virtual consultation model to accommodate a broad client base. Known for challenging conventional Wall Street paradigms, Walser Wealth Management is dedicated to advanced tax planning, wealth preservation, retirement strategies, and strategic diversification.
Leadership Team
Rebecca Walser, MBA, JD, LLM
- Position: Founder and Principal
- Experience & Achievements:
- Over 20 years in financial consulting and tax law.
- Recognized in the 2023 Investopedia Top 10 Most Influential Financial Advisors.
- Author of the bestseller “Wealth Unbroken”.
- Media contributor on platforms like Fox News, Yahoo Finance, and Bloomberg.
- Promotes proactive wealth management with a focus on tax mitigation and strategic investment.
Julia Allen
- Position: Chief Operations Officer & Head of Business Development
- Background & Role:
- Bachelor's degree from the University of South Florida, with additional studies at Harvard Business School Online.
- Manages operations, focusing on business development and client service excellence.
- Contact: jallen@walserwealth.com, +1-866-929-3258.
Mac Gardner, CFP®
- Position: Director of Advisory Services
- Experience & Focus:
- 20+ years in the Financial Services industry.
- Leads the development of cutting-edge financial strategies and enhances client-centric service delivery.
Cannon Walser
- Position: CEO and Founder at Minneapolis Location
- Professional Summary:
- Founding member and CEO with over 20 years in wealth management and financial planning.
- Recognized for personalized financial solutions, driving client retention and regional growth.
- Education: Bachelor of Science in Business Administration (Finance) from the University of Minnesota, Certified Financial Planner (CFP).
- Engages in fintech advancements, integrating modern technology into wealth management.
Key Services
- Advanced Tax Planning: Utilizes tax law expertise to optimize wealth growth.
- Wealth Preservation and Retirement Strategies: Customized plans for financial security and legacy creation.
- Alternative Investments: Offers unique investment opportunities for portfolio diversification.
- Technology-Driven Solutions: Emphasizes digital portfolio management tools for enhanced client service.
Strategic Approach and Market Position
Walser Wealth Management differentiates itself by prioritizing personalized service traditionally reserved for high-net-worth clients, integrated with advanced technological solutions. The firm's commitment to refining traditional strategies underlines its competitive edge in a national context, while technological investments attract tech-savvy clients seeking digital engagement in financial planning.
Operational and Contact Information
- Primary Location: 111 West Oak Avenue, Suite 450, Tampa, FL 33602.
- Secondary Location: Minneapolis, Minnesota.
- Contact: Phone 866-929-3258, email info@walserwealth.com.
- Website: [Walser Wealth's website](https://walserwealth.com/).
Additional Resources and Public Engagements
Walser Wealth Management offers educational content through various media:
- Podcasts: "Crashes & Taxes" by Rebecca Walser discusses economic trends and financial strategies.
- Public Contributions: Leadership frequently shares expertise through media appearances and educational platforms.
This integrated profile captures the essence and strategic direction of Walser Wealth Management, emphasizing its innovative financial solutions and adept leadership. The firm's evolution encapsulates a foresighted approach in a dynamic financial landscape.
