Prospective Clients
Trust Leads. Partnership Delivers.
Don't settle for anything less than a relationship who genuinely understands your financial aspirations and works tirelessly to surpass your expectations. In a world where expertise is abundant, we invite you to explore the power of choosing the right financial planning firm - one that dares you to expect more, while aiming to accomplish your goals and dreams. Welcome to a partnership that redefines success.
Personal Consulting
- Living Financial Plan
Looking to take a comprehensive approach to financial planning. Clients see value in partnering with our team to assist in organizing and coordinating their financial lives. Clients typically engage in an ongoing process to analyze, adjust and implement a financial road map to reaching their goals. Client looking to retain someone that they can consult with at any time for any financial matter.
- Wealth Builder
The Wealth Builder program is a foundational planning model designed to help people in the accumulation phase of their financial journey, who need a road map to eventual comprehensive Financial Planning.
- Portfolio Management
Clients see value in partnering with an experienced advisor to assist in investment analysis, research and selection. Clients engage in an ongoing process to analyze investment risk tolerance and portfolio positioning to help them achieve their desired financial outcomes.
- Targeted Advice
Clients seeking specific advice pertaining to their financial life. Clients work with StatonWalsh on a limited basis and recommendations are confined to a pre‐stated targeted topic.
Our Personal Consulting arrangements empower individuals and families to understand, prioritize, and execute their financial matters of importance.
Business Consulting
Our History
Our Business Consulting arrangements empower entrepreneurs and their businesses to grow the value of their company, protect and reward key people and eventually transition out of their business efficiently and successfully.
Business Consulting
- Business Valuation
Your business isn’t only one of your most valuable assets, it’s also your legacy. Knowing the value of your business is an important step to ensure you or your family get fair value for your hard work.
- Exit/Succession Planning
When it comes to succession/exit planning, it's important to have a plan in place to ensure that your business can continue to thrive even if key members of the leadership team leave or retire. We work with you to carefully address all of the necessary details, including transferring ownership, distributing assets, and identifying successors.
- Key Person Planning
Key person planning is crucial for any business that relies on key individuals to drive success. We can help you identify these vital team members and develop a plan to protect your company in the event that they are unable to work.
- Executive Compensation Strategies
Attracting and retaining top talent is crucial for any business, and that's where executive compensation comes in. We work with you to create customized compensation packages that are competitive and aligned with your company's goals.
Corporate Retirement Plan Consulting
- Corporate Retirement Plans
We offer a range of consulting services on 401(k),403(b), profit-sharing and other company sponsored retirement plans.
- Corporate Financial Wellness
Financial Clarity 365 is a comprehensive financial wellness program that helps employees take control of their financial future. With live webinars, financial advisor access, and a financial planning app, we provide the tools and support they need to make informed decisions about their money.
Our Corporate Retirement Plan Consulting arrangements empower Businesses and HR professionals to deliver a world class retirement plan and custom financial wellness program to attract and retain top talent.