Our History

   James Beltz, a seasoned industry veteran with 25 years of experience serving clients at major firms, chose to break the mold and create James Walter Wealth Management. Instead of resting on his past success, Jim and his team proactively sought to innovate and provide cutting-edge solutions, tailored specifically to their select group of clients. 

     James Walter Wealth Management was built to meet the ever-changing needs of Successful Business Owners and Executives. These individuals, and their families have reached a level of wealth that goes well beyond investments. We have developed and refined the James Walter Process to deploy careful planning, strategic thinking, and delivery of unique solutions that allow our team to meet our clients' needs. We are resolute in placing our clients' interests first. We strive to make the sophisticated simple, deliver outstanding performance, and lean on our industry expertise to build trust and confidence.