Make confident decisions about equity compensation, investments, and retirement—with a plan built around your life.
Make confident decisions about equity compensation, investments, and retirement—with a plan built around your life.
Work directly with an advisor who takes time to understand your priorities. More than 25 years of financial services experience, with an analytical approach and clear explanations.
I help space professionals connect their financial decisions with the life they want to build. From equity compensation and investment risk to retirement planning, we will put your priorities at the center of a practical financial plan.
Based in Mission Viejo, California, I bring more than 25 years of financial services experience and a personal, analytical approach to every relationship.
Your financial life has moving parts: salary, equity compensation, savings, investments, and future goals. I help you see how they fit together and understand the tradeoffs behind each decision.
As a CFA® charterholder, I bring training in investment analysis and risk assessment. You will work directly with me to develop a plan, evaluate your choices, and adjust as your life changes.
Bring your savings, spending, retirement, insurance, and estate-planning priorities into one practical plan. Understand your choices and identify tax and legal questions to review with the appropriate professionals.
Align your portfolio with your goals, time horizon, and tolerance for risk. Review diversification, employer-stock exposure, fixed-income investments, and cash needs as part of your broader plan.
Understand vesting schedules, exercise costs, and employer-stock concentration. Evaluate how equity-compensation decisions fit your goals and identify tax questions to discuss before you act.
Connect the retirement you want with the resources you are building. Review your savings, investments, and future income needs, then revisit the plan as your priorities and circumstances change.
Please reach me at michael@mcwwealth.com if you cannot find an answer to your question.
Investment management requires a minimum managed account balance of $300,000. If you are looking for financial planning and advice while keeping your assets at another firm, flat-rate planning is available for $750 for three months. Contact me to discuss which service fits your needs.
No. The introductory phone call and initial planning meeting are complimentary. We will discuss your financial questions, priorities, and whether my services are a good fit. You can learn about the approach and fees before deciding to work together.
Investment management with ongoing planning: A $300,000 managed account minimum applies. Annual advisory fees use a blended schedule, with each rate applied only to the portion of assets in that tier:
First $1 million: 1.00%
Portion above $1 million through $2 million: 0.75%
Portion above $2 million through $10 million: 0.50%
Portion above $10 million through $20 million: 0.25%
The 1.00% rate applies to the entire managed balance up to $1 million, including the first $300,000. This service includes comprehensive ongoing financial planning and guidance.
Flat-rate financial planning: $750 for three months of financial planning and advice. This option lets you keep your assets at another firm and handle trading separately.
Commission-based accounts: For clients seeking a buy-and-hold approach without ongoing advice, charges vary by product. Fees are disclosed at purchase and on trade confirmations.
Michael Walker, CFA®
Senior Wealth Advisor
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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