Walters Strategic Advisors started on the CPA side of the table. For years we watched clients lose money to taxes that better planning would have avoided: their advisor managed the portfolio, we handled the return, and the two rarely talked. The cost showed up every April.
We built the firm to close that gap: one team where the CPA and the advisor manage the investments and the tax return together.
Because tax is in the room while decisions are made, it shapes them instead of getting recorded after the fact. Where an asset sits, when a gain is realized, whether a Roth conversion makes sense this year — each gets decided with your return in view. The tax you save gets reinvested rather than spent.
We do not pick stocks or time the market. Portfolios are globally diversified, built on decades of academic research, and held at low cost. What we control — cost, tax, and how the portfolio is structured — is where we spend our attention, because it is what reliably adds up over the years.
We are legally required to act in your best interest, and we take no commissions on what we recommend. Your assets stay in your name at Charles Schwab or Fidelity Institutional, never with us. When we suggest something, it is because we think it is right for you, not because of how we are paid.
We start with a call to understand what you are working toward and what your finances look like today: income, taxes, and timeline. No commitment at this stage.
We look closely at where you stand and build a preliminary plan around your goals and your tax exposure.
We finalize the financial plan and investment policy, then manage the portfolio on a discretionary basis with tax in view at every step.
Life and markets change. We meet regularly and adjust the plan as your circumstances shift.
We'll start with your situation and goals, and build the plan around them.
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