OUR SERVICES
W.A.L Financial Consultant Corporation offers completely independent, fee-only investment planning and consulting services. We are paid by our clients for the services we provide, not by a brokerage firm, bank, insurance company, or money manager for products sold!
Financial Planning
Investment Consulting
Institutional Investors
Fund Management
Private Clients
Portfolio Management
WHO WE ARE
At W.A.L Financial Consultant Corporation, we consider each client to be unique, with their own set of financial goals and concerns. In recognition of each individual’s circumstance, we believe it is our job to listen to their needs, desires and concerns before beginning to construct a financial plan.
LOOKING FOR A FIRST CLASS FOR BUSINESS PLAN
CONSULTANT?
Today’s investor seeks solid financial growth. W.A.L Financial Consultant Corporation has instilled confidence with its clients. Despite the sometimes radical changes in marketplace, our clients know that their financial affairs will be responsibly managed.
Responsibility Of Corporate
With W.A.L Financial Consultant Corporation, We have a partner with a plan who will look out for them through a variety of economic circumstances to help meet their objectives.
9.28%
Increase in montly
5.45%
Market down yealry
WHY CHOOSE US
Our clients say we are easy to work with, transparent, and always get the job done. This collaborative, client-centered service model, called The “W.A.L Financial Consultant Corporation way”, is at the heart of everything we do.
Our Value
Our value lies in the experience our firm brings to the challenges your company is facing. That experience comes from previous senior executive roles and the work we have done in a diverse range of sectors. We use a structured approach with proven techniques to build scale and value which we adapt to your specific business circumstances. We then focus on achieving results for your company while building a trusted relationship with you along the way.
Our Starting Point
We like to start with a free introductory consultation so you can get to know us and we can better understand your company. The next step is often an initial review of your business which produces some useful observations and recommendations. Following that, we can discuss advising you further depending on what challenges you face.
Our Approach
We understand that client budgets can vary, so we structure our services accordingly to accommodate those that simply want our regular weekly or monthly advice and support in building the future value of their company, through to those that need our more comprehensive financial strategy, planning and implementation services.
CONSULTATION