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Walser Wealth CEO

Meet the Team:

Rebecca Walser, MBA, JD, LLM

Principal

Shannon Stophel, CFP®

Strategic Wealth Management

Trevor Mann

Portfolio Manager

Brian Murphy, CFP®
Strategic Wealth Advisor

Walser Wealth CEO

Rebecca Walser, MBA, JD, LLM

Principal

Meet the Team:

Shannon Stophel, CFP®

Strategic Wealth Management
Trevor Mann

Portfolio Manager

Brian Murphy, CFP®
Strategic Wealth Advisor

Do you have a TRUE financial income and tax plan?

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Saturdays

6:30AM EST

Saturday 12/14
7:00AM EST

Saturdays

10:00AM EST

Unsure where to begin? Start by downloading one of our free guides.

We understand the importance of strategic tax planning in building a secure financial future. Our tax tool is designed to help you gain valuable insights into your retirement tax outlook.