Walsvick Wealth Management, LLC

Walsvick Wealth Management, LLC At Walsvick Wealth Management, we make your money work harder so you don't have to. We don’t sett There are no hidden fees or commissions.

We always work in a "fiduciary" relationship which means we put your best interest first, not sometimes but every time. Unlike many other firms, our management fees for investment advice are only based on the assets we manage. We never receive commissions or referral fees for investment management. We always show "full transparency" of the costs to work with us. We pride ourselves on holistic plan

ning by offering financial plans to all our clients at no additional cost. While other firms charge thousands of dollars for this, we believe it's what a true advisory relationship is all about. We want our clients to be fulfilled and to have the future they deserve.

What if you could send $100 back to 1928 and invest it? We broke down three paths — cash, bonds, and the stock market — ...
05/27/2026

What if you could send $100 back to 1928 and invest it? We broke down three paths — cash, bonds, and the stock market — and tracked what happened over nearly a century. The results are a good reminder that compounding doesn't need perfect conditions. It just needs time.

See what a century of investing history shows.

Sitting in cash can feel safe. But over long periods of time, ”safe” might have a cost. We recently broke down what happ...
05/20/2026

Sitting in cash can feel safe. But over long periods of time, ”safe” might have a cost. We recently broke down what happened to $100 across three different paths over nearly 100 years. The choice that felt safest at the start didn't end up that way. Take a look.

History shows why comfort can come at a cost.

Inflation doesn't shout. It just quietly chips away. In the late 1920s, $100 could cover more than a month's rent. Today...
05/13/2026

Inflation doesn't shout. It just quietly chips away. In the late 1920s, $100 could cover more than a month's rent. Today, it might cover dinner out. In our latest newsletter, we explored what happened when that $100 was invested differently — and what it means for your purchasing power over time.

See what a century of history says about cash.

History doesn't repeat exactly, but it does tend to reward patience. When markets feel uncertain, it helps to zoom out. ...
05/06/2026

History doesn't repeat exactly, but it does tend to reward patience. When markets feel uncertain, it helps to zoom out. In our latest Visual Insights Newsletter, we looked at what happened to $100 invested in 1928 and left alone for nearly a century. The results may surprise you.

A simple lesson about time and discipline.

What do divorce, inheritance, caregiving, job changes, and retirement have in common? They're all moments when emotions ...
03/03/2026

What do divorce, inheritance, caregiving, job changes, and retirement have in common? They're all moments when emotions run high—and financial mistakes can follow. My latest newsletter breaks down all five. Worth a read if any of these are on your radar.

Prep today means fewer regrets tomorrow.

Retirement isn't a finish line. It's a number of important decisions: when to claim Social Security, which accounts to t...
02/24/2026

Retirement isn't a finish line. It's a number of important decisions: when to claim Social Security, which accounts to tap, how to make the money last. That's one of five crossroads in this month's newsletter. The other four might surprise you.

These money moments hit hard. Stay prepared.

About two-thirds of wealthy parents haven't told their kids what they're inheriting. So when the money arrives, it comes...
02/17/2026

About two-thirds of wealthy parents haven't told their kids what they're inheriting. So when the money arrives, it comes with grief, confusion, and zero instructions. That's how windfalls can turn into missed opportunities.

Plan for the moments that reshape your finances.

The five moments that reshape your finances: Divorce. Inheritance. Caregiving. Job change. Retirement. None of them send...
02/10/2026

The five moments that reshape your finances: Divorce. Inheritance. Caregiving. Job change. Retirement. None of them send a calendar invite first.

Divorce. Job loss. Inheritance. Are you ready?

Setting financial goals is tough. This list can offer a fresh perspective to help you refine your priorities.
01/23/2026

Setting financial goals is tough. This list can offer a fresh perspective to help you refine your priorities.

Put your goals in reach with small daily actions.

Stuck trying to prioritize financial goals? This list can help provide clarity on your objectives.
01/16/2026

Stuck trying to prioritize financial goals? This list can help provide clarity on your objectives.

Achieve more goals with small steps every day.

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3823 E Daley Lane
Phoenix, AZ
85050

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