James Walter Wealth Management
(610) 731-8066
882 South Matlack Street Suite 109, West Chester, Pennsylvania, 19382
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
About us
James Walter Wealth Management is a financial planning firm that offers a variety of services, including investment planning, work optional lifestyle planning, legacy planning, charitable planning, multi-generational planning, estate planning, and concierge services. The firm is committed to helping clients achieve their financial goals and offers a personalized approach to financial planning. Clients work with a team of experienced financial planners to develop a plan that is tailored to their individual needs and circumstances. The firm also offers a variety of educational resources to help clients learn more about financial planning.