The boom and bust nature of contract work and the increasingly frequent threat of government shutdowns require govcon owners and executives to manage business assets and personal wealth with a short-term focus on financial stability and a long-term focus on growth.
Business owners in the government contractor space need to plan an exit strategy almost as soon as they finish their initial business plan, particularly in rapidly changing fields like:
• Defense & Cybersecurity
• IT Healthcare
• Professional and Business Services
Success in these fields can lead to sudden opportunities for sales and mergers that cannot be evaluated properly without understanding how much you need the sale of the business to contribute to your retirement.
Jamie Walden’s two decades of experience serving the government contracting community in and around the nation’s capital makes him the wealth manager of choice for executives and owners who need a financial advisor that understands their business. He uses a thoughtful consultative discovery process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simple investments.
Jamie helps clients to create customized investment strategies based on those long-term goals and to make well-informed decisions and maintain discipline as circumstances change. He matches clients with advisors who specialize in the types of investments that align with the plan. His affiliation with Wells Fargo and the amount of assets under his management give him access to some of the most talented financial professionals in the industry.