Michael Walstedt
5.0 stars · 3 reviews · Serves New Jersey · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
Fee-only wealth management for young professionals, entrepreneurs, and business owners who want to invest smarter and stop leaving money on the table.
Featured reviews
"Great. That accessibility really showed when my previous firm made an error transferring more funds over. Mike caught the mistake, which I never would have noticed on my own, and worked with me and the other manager unti…"
— Zach Persichetti, 5.0 stars"My experience working with Mike has been excellent. He is always responsive, easy to communicate with, and takes the time to explain things in a way that is clear and straightforward. I’ve felt confident in the guidance…"
— Ryan Liddy, 5.0 stars"Although I have only been working with Mike for a short time, my experience so far was been nothing short of positive. From the beginning, Michael has been responsive, thorough, and very easy to communicate with. He make…"
— samantha gallucci, 5.0 stars