At Walters Strategic Advisors, your financial advisor and your CPA work together as one team. That means tax strategy isn't an afterthought — it's built into every investment decision from the start.
Most advisory firms hand you off to a separate accountant at tax time. Here, your tax picture is part of every investment conversation.
We manage portfolios with tax impact in mind at every step. Depending on your situation, that can include strategies like direct indexing, tax-loss harvesting, and asset location — applied where they fit your circumstances rather than as a one-size-fits-all package.
We are legally required to act in your interest. When we make a recommendation, it is because we think it is right for you, not because of how we get paid.
Your investment, tax, and retirement decisions all pull on each other. We make them together — and coordinate with your estate attorney — so nothing works at cross-purposes.
We build globally diversified, evidence-based portfolios, held at low cost and managed with your taxes in view. Where each asset sits and when gains are taken is decided around your return, using tools like asset location and tax-loss harvesting where they fit.
We build a plan around your actual situation — income, tax exposure, retirement timing, estate considerations — and use it to guide every investment decision. It adjusts as your situation changes.
Retirement is a series of decisions: when to take Social Security, which accounts to draw from first, how to manage your tax bill in the years before and after you stop working. We plan around those decisions, not just the account balances.
The tax decisions that come with managing investments — which account holds which asset, when to realize gains, how to handle Roth conversions — are often made without a tax lens. The cost shows up on your return.
We build investment plans and tax plans together. The same team manages both, so each decision accounts for the others.
Tax-aware decisions we coordinate
Managing Partner
Doug has been a CPA for over 30 years. He founded Walters Strategic Advisors in 2020 to bring tax discipline directly into investment management, an area where most advisors work separately from their clients' accountants. He holds a Master's in Taxation from Villanova University and has been Managing Partner at Walters & Associates CPAs since 1999.
View Full Bio
Partner
Jose has over nine years of experience in investment advisory. Before joining Walters Strategic Advisors in 2023, he was a portfolio manager and shareholder at an area asset management firm, where he served as Associate Vice President of Investments. He works with individual clients, business owners, and non-profit organizations. Jose earned his master's degree from the University of Central Florida.
View Full BioWe start by understanding your situation: income, tax picture, goals, and timeline. No commitment at this stage.
We put together a financial plan and investment policy that covers your full picture, with tax considerations built in from the start.
We manage your portfolio on a discretionary basis, with your tax situation as part of every decision.
We meet with you regularly to review performance and adjust the plan as your circumstances change.
Walters Advisors works alongside two other Walters businesses. When your financial, accounting, and billing needs are handled by the same trusted network, everything works together the way it should.
CPA services for individuals and businesses, including tax preparation, accounting, bookkeeping, and compliance.
Visit Walters Accounting →
Medical billing and revenue cycle management services for healthcare providers.
Visit Walters Billing →