For Retirees with $250K+ in Assets

Tax-Free Growth Isn’t a Myth—It’s a Strategy. Learn How to Use It in Retirement

👇 Press play below to discover how smart retirees are protecting their savings from future tax hikes—without sacrificing growth.

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Recent Media Interviews:

Positioning Your Portfolio In The Current Market Environment

Trump's Trip To The Middle East

Breaking Down Strategies To Retain Wealth

The "Set And Forget" Investment Style Is Over

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About Our Firm

Redefining Wealth
Management

Our financial advisors challenge Wall Street’s conventional strategies with a fresh perspective and innovative approach. With a commitment to empowering clients, we specialize in advanced tax mitigation, wealth preservation, and strategic diversification.

Our personalized financial plans help clients prepare for market fluctuations. We are aiming for more than just growth and preservation— we’re redefining wealth management for those ready to challenge the status quo.

With a new, state-of-the-art office in Tampa and serving clients virtually nationwide, Walser Wealth is the choice for those seeking a proactive path to financial success and a secure, fulfilling future.

Why Our Clients Trust Us – In Their Own Words

"I’m a convert! After years of unsuccessfully trying to get a super huge fiduciary to listen to my concerns, Walser Wealth has changed our game. Our new plan is smart, structured, forward thinking, and truly diversified. Looking forward to protecting and growing our future with Walser.”

– Mike M.

"I don’t have a lot of regrets about my life, but one of them is not finding Rebecca sooner, as I got a LOT of bad financial advice. I thank God I did find her nearly 5 yrs ago, and better late than never! I now have a retirement plan that is very sound, and I’m really excited about my future!”

– Deborah k.

"You have my trust, confidence and account. Thank you Rebecca!!”

– Joe R.

"Rebecca and her entire staff really know their stuff. So glad I went with Walser Financial Management several years ago.”

– JC S.