You want to know whether you're on track to attain your goals. I am here to guide you to financial freedom.
You want to know whether you're on track to attain your goals. I am here to guide you to financial freedom.
I am, Michael Walker CFA®, Senior Wealth Advisor at McW Wealth Management, an independent financial planning firm headquartered in La Crescenta, CA. I serve Space Professionals at all stages of their life. I help you to achieve financial freedom and reach your goals. I have over 25 years of financial service experience to bring to the table to help you, as well as lots of additional resources I've gathered over the years in many areas of financial services.
I have always had a passion for analytics and financial planning. I want to know the details on why this investment makes sense from a risk/return aspect. It's what led me to obtain my Chartered Financial Analyst designation, a rigorous graduate-level study that is widely considered the apex for professional development in investment management. The CFA designation gave me the skills to do in depth analytics and risk analysis. I realized my skill set is better served working with Space Professionals that are analytical and detailed oriented by their nature.
Financial planning is a highly individualized, ongoing process, to help reduce your stress about money. I take a comprehensive look at your financial picture to create strategies and advise you on how to achieve your financial goals.
To match your investment objective with your risk tolerance I use Riskalyze® to assess how much risk you currently have, and I make proposals to build an investment portfolio with the amount of risk you should take to reach your goals.
I provide expert guidance on RSUs and stock options to help you navigate the complexities of equity compensation. I can assist you in understanding the differences between RSUs and stock options and the best strategies to maximize your benefits.
Retirement planning is the process you put in place to maintain your finances after you leave the workforce. I align your values and retirement dreams with appropriate resources. I create financial strategies to help you make smarter decisions and give you peace of mind.
I manage fixed income portfolios which seek to generate total investment return and income. This includes cash management strategies to help earn the most for short term cash.
Establishing a plan to account for your wishes before and after you go can bring peace of mind to you and your loved ones. I will design a plan to ensure that your resources align with your deepest values.
It’s said that only two things are certain in life: Death… and taxes! With Prudent planning and foresight, there’s a lot you can do to minimize your tax bill now and in the future. A well-planned tax strategy can yield great benefits, but only if it is done reviewed and updated every year.
Insurance planning is an essential component of a comprehensive financial plan. Life is unpredictable, and unexpected events such as disability, illness, or death can have a significant financial impact on you and your loved ones. I'm here to help you navigate the complex world of insurance planning.
At my firm, I believe that financial education is critical to achieving long-term financial success. We work closely with our clients to provide them with the knowledge and resources they need to make informed decisions about their money.
Please reach me at michael@mcwwealth.com if you cannot find an answer to your question.
Unlike many financial advisors, you do not have to have a certain amount of investable assets to work with me. I want to be able to help you at any stage of your life and know that you may not have any current savings or investments outside of your employer sponsored plan.
No. My introductory phone meeting and initial planning meeting are complimentary. I want you to see exactly how I can offer value and improve your financial plan before you agree to pay me a penny.
Under fee-based advisory agreements, annual fee agreements range from .5% to 1.5% of assets under management. The fee is determined by numerous factors, including total assets under management. The management fee services include comprehensive ongoing financial planning and guidance.
For clients that are looking for a buy and hold strategy and do not need ongoing financial advice, commission-based accounts have charges that vary depending on the product type. Fees are disclosed at the time of purchase and on trade confirmations.
Flat rate fee is for clients that are looking for a financial plan and ongoing advice but plan to custodian the assets at another firm and not looking for me to do execute the trading.
Michael Walker, CFA®
Senior Wealth Advisor
3959 Foothill Blvd., Suite 204, La Crescenta, CA 91214
McW Wealth Management offers securities through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) –SEC Registered Investment Advisor. McW Wealth Management is unaffiliated with IAA and IAIM.
McW Wealth Management may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.
¹ Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.
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