Wesley Walters Ceo
My passion is assisting clients to maximize the full potential of their financial resources
- Role
- Investment Advisor Representative at Brookstone Capital Management
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Wesley Walters Ceo
Whether it is helping business owners and CPAs implement under utilized tax strategies or families plan for their dream retirement, I love creating a positive impact to their financial situation.What sets me apart from other advisors? Strategies! As a fiduciary I will always serve my client\'s best interests.Contact me and let\'s discuss what approaches are applicable for you and how they will positively impact your wealth.FREE CONSULTATION: I would love to speak with about how I can help you reach your retirement goals. Feel free to contact me at or via email at W•••••@AssetPreservation.netInvestment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and (insert your DBA name here) are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
Experience
Investment Advisor Representative
Jul 2016 — Present · Chicago Offices in The Triad and the Triangle NC and Roanoke, VA, US
Brookstone is very creative for investors. Well managed portfolios as well as legal estate planning services.
Education
The University of Texas at Dallas
Bachelor of Business Administration (BBA)
1983 — 1987
Skills
- 401k
- Iras
- Fixed Annuities
- Financial Planners
- Insurance
- Estate Planning
- Retirement
- Strategic Financial Planning
- Portfolio Management
- Retirement Planning
- Long-Term Care
- Term Life Insurance
- Investments
- Long Term Care Insurance
- Disability Insurance
- Wealth Management
- Life Insurance
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