The Waldren Difference:
With more than 25 years of experience with individuals, families and privately owned business in small and mid- size, including DOD & Cybersecurity, Information Technology, IT Healthcare and Architectural & Engineering Firms.
Currently serving 100+ individuals & families and business owners who have entrusted him with more than $106 million dollars in assets under management.
Interviewed more than 30 centers of influence and published several independent research articles on the financial implications of succession planning that provides exceptional insights into your various industry.
Published references, click on this link for Insights and Articles page.
Guest speaker at seminars for individuals and small business owners on Retirement Planning and Business Succession Planning
An established network of attorneys, accountants and other key financial and business professionals to help structure and execute an effective, well-timed exit strategy.
Client centric consultative discovery process that leads to customized recommendations designed to address each client’s unique goals and needs.
Jamie’s long history and familiarity with the challenges of the privately owned business owners in Washington, DC and its suburbs make him the provider of choice for clients seeking comprehensive wealth management and business succession planning.