A Message from our Senior Advisor

Welcome! I am Dave Waltz, Certified Financial Planner™ , Chartered Retirement Planning Counselor^® , and the Senior Advisor at Wealthtrends Advisors in Evansville, Indiana. We understand that individuals face unique challenges as they prepare for retirement. We help our clients navigate through the decision making process with confidence through education, proper planning techniques, and an in-depth knowledge of what is important to them.

Wealthtrends Advisors is an independent, fee-based firm with over 35 years of experience in Retirement Planning, Inter-generational Wealth Management, and Executive Benefits. We are committed to the tenets of objectivity, client confidentiality, and overall professionalism. We are dedicated to building long-term client relationships, and the majority of our clients have worked with us for many years.

We believe that offering multiple approaches to capital management may provide flexibility depending on client needs and objectives. We employ a traditional asset allocation approach and also utilize a long-term, trend-following discipline designed to help manage risk under certain circumstances. These approaches may be used independently or combined in a hybrid model tailored to align with each client’s financial goals and objectives. Periods such as the 2002 technology downturn and the 2008 financial crisis are often cited as examples of how market conditions can change, highlighting the importance of ongoing risk management when allocating retirement assets.

Our client engagements typically begin with an open-ended complementary discovery meeting to discuss client goals and objectives, and determine how our advisory services may help you achieve them. If you would like to schedule an initial discovery interview, please call (812) 473-9890. Thank you for visiting our site.