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.
True, our name has changed and capabilities have expanded, however, the essence of our services is the same:
- We genuinely care about you and improving your life.
- We ask the right (and sometimes unexpected) questions. Then, we listen– really hard.
- We approach each challenge and opportunity with rigorous analysis, and skillfully integrate strategies into one seamless plan.
- We inform you about strategic options, advise you on the most advantageous course of action, and follow through to completion.
We are grateful for the privilege of serving you, and look forward to many more years of working together to prepare you for a full life, no matter what it brings!
Sarah Hannibal, Co-Founder
Karin Maloney Stifler, Co-Founder