The Resources to Manage Today’s Wealth and plan tomorrow’s exit strategy:
In todays competitive environment many government contractors face the same uncertainties and challenges that affect other businesses, but they face additional concerns that most businesses never have to address.
- The boom and bust nature of the business cycle and the increasingly frequent threat of recessions and stock market sell offs require owners 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 high tech and professional service space need to plan an exit strategy almost as soon as they finish their initial business plan, particularly in rapidly changing fields like:
- Department of Defense
- Cybersecurity
- Intelligence
- Information Technology
- Healthcare
- Architectural & Engineering
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 small and middle market companies 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.