McW Wealth Management

McW Wealth Management McW Wealth Management McW Wealth Management

213-725-4306 michael@mcwwealth.com

  • HOME
  • About Me
    • Meet Me
    • Why a CFA® Charterholder?
    • Our Firm
  • My Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Fixed Income Services
    • Estate Planning
    • Tax Planning
  • Contact Me
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    • HOME
    • About Me
      • Meet Me
      • Why a CFA® Charterholder?
      • Our Firm
    • My Services
      • Financial Planning
      • Retirement Planning
      • Investment Management
      • Fixed Income Services
      • Estate Planning
      • Tax Planning
    • Contact Me

McW Wealth Management

McW Wealth Management McW Wealth Management McW Wealth Management

213-725-4306 michael@mcwwealth.com

  • HOME
  • About Me
    • Meet Me
    • Why a CFA® Charterholder?
    • Our Firm
  • My Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Fixed Income Services
    • Estate Planning
    • Tax Planning
  • Contact Me

How to Contact Me

Send Me a Message

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Michael Walker, CFA®

  • If you are interested in a 30 minute casual conversation to discuss any questions you have about your financial health, please reach out to me below.
  • I am looking to earn your trust by showing my value and knowledge with my 20 year plus experience.
  • I will respond back within 1 business day.

3959 Foothill Blvd. Suite 204, La Crescenta, California 91214, United States

213-725-4306 / michael@mcwwealth.com

  

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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