About Waldal Wealth Management

Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's about setting financial goals and learning to employ strategies that will support your short and long-term objectives. 

As a financial professional, I aim to help you plan for your financial future. Whether your intentions involve building wealth through investing, funding a child’s college education, preparing for a comfortable retirement, or protecting your estate using financial strategies—together, we can develop a roadmap to help you work towards your goals and strive to improve your financial future. 

The process involves completing a financial strategy that consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance. 
  2. Designing a financial approach that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing our strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

Waldal Wealth Management and James Waldal are completely independent, our loyalty is to our clients – not to a parent company. We recommend products or services that can be tailored to suit our client’s risk tolerance and unique needs.