James Walter Wealth Management

Managing Director

James Walter Wealth Management is an independent, family run wealth management firm in West Chester, Pennsylvania. Founder Jim Beltz spent 25 years advising clients inside large firms before breaking away to build the practice he had in mind, and today he works alongside his son Andrew and his son in law Jake. We serve business owners, executives, and multi generational families across Chester County whose financial lives have grown more complex than an investment account, coordinating investments, tax, retirement, and estate planning into one design. We are not all things to all people. We are all things to some.