Walton & Gallegos Financial Management

A financial advisory practice of Ameriprise Financial Services, LLC

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Navigate the future with confidence

Markets may fluctuate, but personalized financial advice can help you stay focused on the long term. We take the time to understand you and your goals and provide advice to help you stay on track to reach them. If you’re ready to learn more, we’re ready to help. Let’s meet for an initial complimentary consultation.

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Multigenerational approach

Leaving a legacy is within reach through our holistic approach to multigenerational financial planning. We collaborate with you and your family to offer strategies to help build and sustain wealth and ensure a healthy financial situation that can last for generations to come.
From the beginning, we establish what your family values; values that are not just from a financial or business success standpoint, but also the ways in which you desire to contribute to your communities – through charitable contributions or otherwise. These values become essential to creating a comprehensive family wealth financial plan. Collaboration is key, so we thoughtfully bring everyone to the table to make sure all goals and objectives of the family can be met.
Proactively taking the steps now to create a family wealth financial plan can allow you to become an active steward of your wealth while enjoying life now and in the future. We begin this process by setting a family meeting to review your beneficiaries, update or create needed legacy documents, and, of course, address questions or concerns you may have. If you think it would be helpful to have a comprehensive family wealth conversation or for us to meet with other members of your family, we are here to help.
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