Michael Walstedt, CFA
I built Reliant Wealth Advisory for high earners and those approaching retirement who want their financial life managed with intention and without conflicts of interest.
We are a fee-only fiduciary. Fee-only means we are only paid by our clients - we don’t receive commissions on any recommendations we make. Fiduciary means we are legally required to act in our clients’ best interest at all times.
We are led by a Chartered Financial Analyst (CFA) - one of the most rigorous credentials in the world of finance. I passed all 3 levels on the first try in the 90th percentile.
Your financial life is unique. We build around it, not around a template.
If you’re not sure if your money is working as hard as it could be or you just want a free second opinion on your portfolio, schedule a call with me. There’s no cost, no pressure, and no commitment.
Most people know they should be doing more with their money.
Reliant Wealth Advisory was formed to help high earners in the NY/NJ area stop guessing and start building towards a financial future they can be proud of.
Fill out the form and we will be in touch within 24 hours.
Michael Walstedt, CFA
I built Reliant Wealth Advisory for high earners and those approaching retirement who want their financial life managed with intention and without conflicts of interest.
We are a fee-only fiduciary. Fee-only means we are only paid by our clients - we don’t receive commissions on any recommendations we make. Fiduciary means we are legally required to act in our clients’ best interest at all times.
We are led by a Chartered Financial Analyst (CFA) - one of the most rigorous credentials in the world of finance. I passed all 3 levels on the first try in the 90th percentile.
Your financial life is unique. We build around it, not around a template.
If you’re not sure if your money is working as hard as it could be or you just want a free second opinion on your portfolio, schedule a call with me. There’s no cost, no pressure, and no commitment.
