Dear Wealthwise Reader,
Good news! We are thrilled to announce the debut of our independent, fee-only wealth management firm, Walden Wealth Partners. After ten years with our individual predecessor firms, we have pooled our combined 40 years of experience and knowledge to launch an exciting women-owned company based in Cleveland, Ohio.
The company’s name is inspired by our philosophy about life and money, summed up by Henry David Thoreau: “Wealth is the ability to fully experience life.”
Our goal is to help you to thrive, and fully experience the life and legacy you imagine. We offer you an uncommon depth of strategic financial and investment expertise and access to exclusive institutional resources, backed by our longstanding commitment to always put your best interests first.