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About Shannan Walter Wealth Advisors

Making smart financial decisions is the key to having the freedom and independence to focus on what is most important to you. We take an education-first approach, empowering you by increasing your financial literacy. Only then can we address your financial concerns and goals.

Client Centered

Understanding your bigger picture - your current financial situation, goals, and attitude toward risk - is critical in creating a program of strategies and solutions tailored to you and you alone. With this knowledge, we can align your financial plan with your goals, concerns, and core values.

We found that one of the things most people have in common is financial concerns. From paying taxes to investing, managing market volatility, to retirement, we can spend a lot of time worrying about our financial picture. To do this, we practice holistic financial planning, a practice that incorporates all aspects of your economic life and aligns them to work together for you in an optimal way.

We take care of you so you can take care of your loved ones and spend time doing what you love. Our understanding of the importance of being able to do that is deeply personal, so much so that the name of our company are the names of our founder’s children.

Client Centered

Shannan Walter Wealth Advisors, LLC., specializes in helping high-income earners build and design tax-efficient wealth during working years into their ideal retirement lifestyle. By optimizing how you use your money today while still planning responsibly for the future, you can reduce stress and increase peace of mind, eliminate uncertainty around your finances, and enjoy more clarity on how your money can work for you. When we work together, you get access to our system and financial planning process to create, grow, and keep wealth. With our support, you can enjoy more freedom and flexibility in your life, which makes it possible to spend more time doing what you love. With the right financial plan and program, you can:

  • Get clear on what you can spend freely and know what you need to save to set yourself up for tomorrow.
  • Develop a savings plan that enables financial freedom
  • Avoid costly mistakes that keep you stuck and struggling (and cost far more than the price of advice).
  • Invest appropriately to create significant wealth for you, your family, and even others, like the causes you care about.
  • Enjoy the ability to use your time the way you want