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 our clients benefit from access to more than one approach to capital management. We employ the traditional "asset allocation" approach. In addition, we integrate our proprietary long-term, trend-following discipline to help reduce risk and account volatility. We can use either approach, or combine the two together in a hybrid model that our clients feel most comfortable with. History has taught us, particularly during the 2002 technology bubble and the 2008 financial crisis, that dynamic risk management plays a more critical role than ever in the allocation of 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.