Business Details
11 Years
experience
Your Trusted Partner for Financial Planning Solutions
Walton Wealth Management was founded in 2015 to address the growing need for personalized financial planning that integrates tax, investment, and retirement strategies. Our foundation in financial and tax planning enables us to tailor decisions to individual client needs, ensuring efficiency across all aspects of their financial lives. We provide access to a secure cloud-based financial dashboard, allowing clients to track finances, access tax returns, and communicate securely. Our proprietary Color of Money Risk Analysis assesses financial profiles to create customized retirement roadmaps. Led by S. Jordan Walton, a Series 65 licensed advisor with a Masters in Accounting & Financial Management, we combine decades of industry experience with strategic alliances with SEC-registered firms like Gradient Advisors.Our approach emphasizes fiduciary responsibility, leveraging professional licenses and partnerships to deliver diversified portfolio management, Social Security maximization, and legacy planning. We prioritize transparency, offering continued support and collaborating with local CPAs for specialized tax needs. Our teams background includes professional baseball finance insights and extensive portfolio management expertise, ensuring clients receive comprehensive, client-centric solutions.
Services
Tax Planning
Investment Planning
Retirement Planning
Risk Management
Portfolio Analysis
Social Security Maximization
401(k) Rollovers
Legacy Planning
Payroll Services
Guaranteed Income Planning
Details
- Year established: 2015
Highlights and features
- We offer personalized financial planning tailored to individual needs.
- Our cloud-based financial dashboard provides secure access to tax returns and portfolio management.
- We utilize the Color of Money Risk Analysis for customized retirement planning.
- Our team holds Series 65 and insurance licenses for fiduciary advisory services.
- Strategic alliances with SEC-registered investment advisors ensure professional portfolio management.
Services
Tax Planning
We integrate tax planning with financial decision-making to optimize efficiency for individuals and businesses. Our approach includes year-round support, payroll services for small businesses, and partnerships with local CPAs for specialized tax advice. Clients gain secure access to returns via our cloud-based dashboard.
Investment Planning
Our investment planning leverages diversified portfolios managed by SEC-registered third-party advisors like Gradient Investments. Services include risk assessment, asset allocation, and ongoing portfolio reviews to align with client goals and risk tolerance.
Retirement Planning
We specialize in Social Security maximization, 401(k)/IRA rollovers, and guaranteed income planning. The proprietary Color of Money Risk Analysis provides personalized retirement roadmaps, ensuring clients navigate transitions with confidence and financial security.
Risk Management
Our risk management services assess client financial profiles using the Color of Money analysis. This tool evaluates risk preferences to create tailored strategies, balancing growth and security for long-term stability in volatile markets.
Legacy Planning
Legacy planning focuses on wealth transfer solutions, including trusts and beneficiary designations. We ensure clients financial legacies align with personal values, minimizing tax implications and preserving assets for future generations.
People
S. Jordan Walton
President
S. Jordan Walton, MAFM, is a Series 65 licensed advisor with a Masters in Accounting & Financial Management. He founded Walton Wealth Management in 2015 after gaining experience in tax accounting and portfolio management. He partners with Gradient Advisors to deliver fiduciary services.
Michael Binger
President of Gradient Investments
Michael Binger, CFA, leads Gradient Investments with 31 years of portfolio management experience. He designs investment strategies for financial advisors and clients, leveraging expertise across multiple market cycles to optimize returns.
Jeremy Bryan
Portfolio Manager
Jeremy Bryan, CFA, brings 15 years of investment experience to Gradient Investments. He specializes in asset allocation and risk assessment, offering tailored portfolio solutions for private clients and financial advisors.
Questions
What services does Walton Wealth Management offer?
We provide tax planning, investment advisory, retirement planning, risk management, and legacy planning services, tailored to individual client needs using cloud-based tools and strategic alliances.
How does the Color of Money Risk Analysis work?
This proprietary tool assesses your financial profile to determine risk preferences, creating a customized roadmap for retirement planning based on your unique tolerance for market volatility.
Are you affiliated with Gradient Advisors?
We partner with Gradient Advisors, LLC, an SEC-registered firm, for professional portfolio management but operate independently as Walton Wealth Management.
Do you offer tax preparation services?
While we focus on financial planning, we collaborate with local CPAs for tax preparation needs, ensuring integrated strategies for clients without in-house tax services.
What areas do you serve?
We primarily serve Mechanicsville, VA, and surrounding regions, offering virtual consultations for clients outside our local area.
