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Monday 8am - 6pm Tuesday 8am - 6pm Wednesday 8am - 6pm Thursday 8am - 6pm Friday 8am - 6pm

Blakely Walters

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United States
Scottsdale, AZ
Blakely Walters

Comprehensive wealth management firm that is locally owned in Scottsdale, Arizona

Blakely Walters Wealth Management is a boutique wealth management company in Scottsdale, Arizona serving clients across the United States. We are independent, private, and comprehensive investment advisor representatives. Having worked many years for a larger “semi-captive” financial planning company we felt constrained and finally decided to go independent. We take pride in putting our clients in

terest above our own which translates into relationships that are built to last a lifetime. We believe in choices and therefore we allow our clients to decide how they want to utilize our expertise. We can work either hourly, per plan, on retainer, or as a percentage of assets managed. Be it building a customized financial plan, managing assets, brokering insurances, or providing “financial planning as an employee benefit” for businesses and organizations we have a solution for you that you can truly feel comfortable with. Our first meeting is always complimentary to help determine which platform is most appropriate for you. Securities and Investment Advisory Services offered through NEXT Financial Group, Inc., Member FINRA and SIPC
BLAKELY WALTERS is not an affiliate of NEXT Financial Group, Inc.

07/09/2025

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

Quarterly Market Insights | July 2025 U.S. Markets Markets rose in the second quarter as investors witnessed the new U.S. trade policy's impacts unfold, while tensions continued in the Middle East. The Standard & Poor’s 500 Index rose 10.57 percent, while the Nasdaq Composite climbed 17.75 percent...

07/07/2025

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

06/30/2025

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

06/23/2025

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

06/16/2025

All those years of work can add up to a small fortune. What's your strategy for your money?

Estimate how much you have the potential to earn during your working years.

06/09/2025

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

06/06/2025

Strong earnings and renewed trade momentum helped push stocks higher in May, with the S&P 500 flipping back into positive territory for the year. Even a Fed pause and a credit downgrade couldn't stall the rally. The latest Market Insights explores the trends behind the gains and what could influence the second half of 2025.

Monthly Market Insights | June 2025 U.S. Markets Stocks notched solid gains in May as investors cheered progress on trade deals and upbeat first-quarter corporate reports. The Standard & Poor’s 500 Index gained 6.15 percent, while the Nasdaq Composite picked up 9.56 percent. The Dow Jones Industri...

06/02/2025

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

05/26/2025

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

05/19/2025

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

05/12/2025

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

05/07/2025

Despite solid corporate numbers and unexpected trade reports, buyers remained cautious thanks to April's mercurial markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | May 2025 U.S. Markets Stocks were mixed as buyers emerged late in the month, thanks to solid corporate reports and unexpected trade news. The Standard & Poor’s 500 Index declined 0.76 percent while the tech-heavy Nasdaq Composite rose 1.26 percent. The Dow Jones Industria...

Address

3333 North Hayden Road
Scottsdale, AZ
85251

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm

Website

http://www.blakelywalters.com/

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