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Wealth Management for Entrepreneurs & Executives

The five critical areas of focus for our clients:

  • Business transition strategy to next owner or family member
  • Shifting wealth from the business to personal side
  • Minimizing estate tax exposure
  • Maximize wealth transfer to family and philanthropic causes
  • A single point person for all professional advisors
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Are you maximizing your wealth potential?

Are you maximizing your wealth potential? Most high net worth individuals are missing critical opportunities in today's market. Take our exclusive 60-second quiz to discover your personalized wealth optimization score and uncover strategies that could save you thousands in taxes while accelerating your portfolio growth.

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Plan Today, Protect Tomorrow

Discover if your family's future is protected.  Get personalized insights and expert recommendations.

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James Walter Wealth Management

James Walter Wealth Management

Forge your legacy

Our clients' satisfaction and success are our top priorities. With the James Walter Process, we offer expert guidance and advanced financial strategies to help our clients achieve their investment objectives.

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If you’re ready to work with a financial professional, let’s sit down to talk.

Schedule Consultation

Comprehensive perspective. Personalized service.

Client Centered

  • We create strategies that are tailored to your goals. Learn More

  • We're prepared to guide you through life's transitions. Learn More

  • We operate our business with ethics and integrity. Learn More

  • Let's talk about your investment strategies. Learn More

James Walter Process

Specializing in the unique needs of high net worth individuals and families.

Investment Planning<br/>

Investment Planning

Overcome market hesitancy with education and guidance.

Work Optional Lifestyle Planning

Work Optional Lifestyle Planning

Supporting successful business owners and investors.

Legacy Planning<br/>

Legacy Planning

Effective will and trust strategy.

Charitable Planning<br/>

Charitable Planning

Charitable and beneficiary gifting strategies.

Multi-Generational Planning

Multi-Generational Planning

Protect yourself and your family.

Estate Planning<br/>

Estate Planning

Planning for every phase of life.

Concierge Services<br/>

Concierge Services

Wealth-building consultation and management.

Meet Our Team

James Beltz

James Beltz

Managing Director l Wealth Management

610.731.8066

Andrew Beltz

Andrew Beltz

Executive Director l Wealth Management

610.731.8066

Jake Lown

Jake Lown

Executive Director l Wealth Management

610.731.8066

Kathryn O'Connor

Kathryn O'Connor

Managing Director l Client Services

610.731.8066

Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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