John Walters, Aams® Email & Phone Number

Our team is passionate about helping serious, long-term investors achieve their financial goals. We do this by knowing our clients and their families, and by understanding what they want, need, and value. Through an ongoing process, we help refine our clients' financial goals and objectives through their various life stages. By developing this comprehensive, long-term strategy, we can:-assess the tolerance for risk at each life stage-document financial goals-track investment performance and progress toward these goals. We provide tailored advice and guidance by conducting regular reviews to stay on track and focus strictly on what we can control.I have over 14 years experience in helping individuals and families achieve their important financial goals. We strive to make a meaningful, positive impact in our clients' lives. Our goal is to provide exceptional client service in a setting which is professional, personal, and friendly from our office in Leonardtown, Maryland.

Listed skills include Estate Considerations and Portfolio Strategies.