Eric Walters, Cfa, Cfp® Email and Phone Number
Eric Walters, Cfa, Cfp® phone numbers
I help business owners and executives protect and grow their assets through financial planning and investment management. I provide comprehensive wealth planning to protect what you've earned, grow your assets, and enjoy your lifestyle. I'm passionate about helping business leaders and owners create a plan to convert their illiquid business and equity interests into a lifestyle they love. For over fourteen years I've worked with business owners and executives to help them reach their goals, reduce their risks, and invest appropriately so they have a clear path towards financial security and retirement.Our comprehensive planning addresses taxes, planning for when you will step away from or sell your business, strategies to deal with concentrated and illiquid equity, investment planning, retirement, insurance needs, and estate planning. We also help parents and grandparents with education planning.
Summit Hill Wealth Management
View- Website:
- silvercrestwealthplanning.com
- Employees:
- 2
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Managing Partner, FounderSummit Hill Wealth ManagementDenver, Co, Us
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Managing Partner, FounderSummit Hill Wealth Management Mar 2018 - PresentGreater Denver AreaWe provide comprehensive, fee-only wealth management to business owners and executives. Our SecureWealth process helps business owners organize their finances, clearly identify their goals, and create a plan to achieve them. Our services include:- Retirement planning- Business interest planning: buy/sell agreements, risk management, and pre-sale preparation- Executive compensation: deferred compensation, restricted stock, and options- Estate planning- Tax planning- College savings- Charitable gifts and philanthropy- Investment management- Preparing children and family members for wealth- Personal financial organization and record-keepingPlease contact us at 720-759-4949 to schedule a time to review your financial needs and concerns. -
Senior Director, Team LeaderBny Mellon Wealth Management 2010 - 2018Denver, CoLed Wealth Management Advisory Team for Rocky Mountain RegionServed High-net worth and Ultra-high net worth familiesEmphasis on advanced portfolio strategies, multi-generational planning, complex family planning, and preparing heirs -
Senior Portfolio Manager, Us TrustBank Of America 2006 - 2010• Created and managed diversified investment portfolios for high-net worth clients with $275mm of assets under management. Utilize individual stocks, bonds, mutual funds, separately managed accounts, hedge funds and private equity assets. • Primary point of contact for clients with the firm: initiate and lead client meetings; provide financial planning advice around retirement, estate planning, and risk management.• Performed manager due diligence: initiated manager meetings, performance monitoring, analyzed style drift and risk metrics -
Management ConsultantMonitor Group 2004 - 2006• Examined financial statements and created cash-flow models. Performed cash-flow, expense, industry, and revenue analysis of top firms in industry. Analyzed profitable industry segments and analyzed possible merger or asset sale options.• Member of consulting team to global pharmaceutical company and performed SWOT analysis, in-depth interviews with senior management, and identified relevant growth opportunities within sector.
Eric Walters, Cfa, Cfp® Skills
Eric Walters, Cfa, Cfp® Education Details
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Philosophy
Frequently Asked Questions about Eric Walters, Cfa, Cfp®
What company does Eric Walters, Cfa, Cfp® work for?
Eric Walters, Cfa, Cfp® works for Summit Hill Wealth Management
What is Eric Walters, Cfa, Cfp®'s role at the current company?
Eric Walters, Cfa, Cfp®'s current role is Managing Partner, Founder.
What is Eric Walters, Cfa, Cfp®'s direct phone number?
Eric Walters, Cfa, Cfp®'s direct phone number is +130364*****
What schools did Eric Walters, Cfa, Cfp® attend?
Eric Walters, Cfa, Cfp® attended Columbia University.
What skills is Eric Walters, Cfa, Cfp® known for?
Eric Walters, Cfa, Cfp® has skills like Investments, Portfolio Management, Asset Allocation, Investment Strategies, Investment Management, Equities, Private Equity, Estate Planning, Wealth Management, Due Diligence, Risk Management, Retirement Planning.
Who are Eric Walters, Cfa, Cfp®'s colleagues?
Eric Walters, Cfa, Cfp®'s colleagues are Michelle Walters.
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