Exclusive Strategies for Retirees with $250K+ in Assets

Build Wealth That’s Safe, Predictable, and Tax-Free

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.

Recent Media Interviews:

Understanding 2025 Equity Weakness

Should We Brace For More Downside?

We Have Entered The Debt Spiral Stage

How Did We Get Here

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.