Walden Wealth designs and implements our clients’ financial master plans from start to finish. To do so, we collaborate not only with the client but with carefully vetted and selected firms and professionals who offer specialized expertise in legal, tax, insurance, and investment issues, and even financial therapy and career counseling.
Below is information about our key partners who help us to provide a customized and consistently effective experience for our clients.
Dimensional Fund Advisors (DFA)
For more than 30 years, DFA has helped investors pursue dimensions of higher expected returns through advanced portfolio design, management, and trading. Their enduring philosophy and deep working relationships with the academic community underpin their approach to investing and form the foundation for new strategies. With DFA as a partner, Walden Wealth can best deliver an outstanding investment experience to every client.
|Schwab Advisor Services
Having Schwab as Walden Wealth’s back office allows us to provide high end service for a boutique firm. Using a third party custodian protects clients by Trazodoneproviding an extra layer of safeguards and review. As the number one custodian for Registered Investment Advisors, Schwab has built a business to serve the needs of RIAs and help our clients thrive. Having Schwab on the team allows Walden Wealth to more effectively manage the firm and make a difference in clients’ lives.
This financial planning software is the gold standard. It provides a great tool for helping clients think about goals and objectives and the future. The support team at MoneyGuidePro provides Walden Wealth with technology to help analyze each client’s unique situations. It also helps with the most complex financial situations encountered.
|Sharefile from Citrix
Client information is highly sensitive. When looking for a cloud storage team, we chose Sharefile by Citrix. ShareFile safeguards your files with state-of-the-art encryption protocols and data centers equipped to protect against data loss.
Other Key Partners and Resources
Over the years the partners at Walden Wealth have accumulated valuable professional networks. These serve as a resource for information and research. Some of these resources are: