Unclaimed
Matthew Walker is an investment advisor representative at Fortitude Family Office. Matthew Walker is registered in Arizona, California and Texas and holds a Series 65 license. Matthew Walker also provides services through Walker Accounting Group. Matthew Walker has been in the industry since 2013. Matthew Walker specializes in providing financial planning, portfolio management, and selection of other advisors for individual, pooled investment vehicles and family offices.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office & wealth management services, business management, philanthropic services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
08/12/2023 - Present
Fortitude Family Office (SCOTTSDALE AZ)
IA
Issued 07/31/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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