Walsvick Wealth Management, LLC

Walsvick Wealth Management, LLC At Walsvick Wealth Management, we make your money work harder so you don't have to. We don’t sett There are no hidden fees or commissions.

We always work in a "fiduciary" relationship which means we put your best interest first, not sometimes but every time. Unlike many other firms, our management fees for investment advice are only based on the assets we manage. We never receive commissions or referral fees for investment management. We always show "full transparency" of the costs to work with us. We pride ourselves on holistic plan

ning by offering financial plans to all our clients at no additional cost. While other firms charge thousands of dollars for this, we believe it's what a true advisory relationship is all about. We want our clients to be fulfilled and to have the future they deserve.

If you own a business, or know someone who does, this might be worth a quick read. A massive wave of business ownership ...
08/19/2026

If you own a business, or know someone who does, this might be worth a quick read. A massive wave of business ownership transitions is starting to unfold across America — and the numbers are bigger than most people realize. New visual newsletter explores what's coming.

Traditional industries quietly outlast startups

Pest control. Self-storage. Plumbing. HVAC. Not the businesses anyone celebrates — but the numbers behind them tell a mo...
08/12/2026

Pest control. Self-storage. Plumbing. HVAC. Not the businesses anyone celebrates — but the numbers behind them tell a more interesting story than you'd expect.

Are business owners ready for the wave?

Pest control. Self-storage. Plumbing. HVAC. Not the businesses anyone celebrates — but the numbers behind them tell a mo...
08/05/2026

Pest control. Self-storage. Plumbing. HVAC. Not the businesses anyone celebrates — but the numbers behind them tell a more interesting story than you'd expect.

Hint: it is probably down the street from you

Some of America's most overlooked businesses are quietly outperforming the ones everyone talks about. Wrote a quick visu...
07/29/2026

Some of America's most overlooked businesses are quietly outperforming the ones everyone talks about. Wrote a quick visual breakdown — worth a read.

Which "boring" business tops the charts?

📚 Navigating Financial Advice in the Age of Social Media: Learn about the potential pitfalls of following financial advi...
07/06/2026

📚 Navigating Financial Advice in the Age of Social Media: Learn about the potential pitfalls of following financial advice from social platforms in this month’s newsletter. We discuss how to use social media wisely without compromising your financial health.

Learn what (and who) to avoid right now.

💰 The Lure of Quick Riches: Our latest newsletter exposes the truth about get-rich-quick schemes that are all over socia...
06/29/2026

💰 The Lure of Quick Riches: Our latest newsletter exposes the truth about get-rich-quick schemes that are all over social platforms. Understand the allure and the letdown of these strategies to safeguard your investments.

Learn how to spot a scam to avoid losing big.

🌟 Reality vs. Representation on Social Media: Explore how social media skews financial advice and why those high-followe...
06/22/2026

🌟 Reality vs. Representation on Social Media: Explore how social media skews financial advice and why those high-follower counts may not equate to expertise. This month's newsletter helps you discern fact from influencer fiction.

See how "finfluencers" can misguide your choices.

What if you could send $100 back to 1928 and invest it? We broke down three paths — cash, bonds, and the stock market — ...
05/27/2026

What if you could send $100 back to 1928 and invest it? We broke down three paths — cash, bonds, and the stock market — and tracked what happened over nearly a century. The results are a good reminder that compounding doesn't need perfect conditions. It just needs time.

See what a century of investing history shows.

Sitting in cash can feel safe. But over long periods of time, ”safe” might have a cost. We recently broke down what happ...
05/20/2026

Sitting in cash can feel safe. But over long periods of time, ”safe” might have a cost. We recently broke down what happened to $100 across three different paths over nearly 100 years. The choice that felt safest at the start didn't end up that way. Take a look.

History shows why comfort can come at a cost.

Inflation doesn't shout. It just quietly chips away. In the late 1920s, $100 could cover more than a month's rent. Today...
05/13/2026

Inflation doesn't shout. It just quietly chips away. In the late 1920s, $100 could cover more than a month's rent. Today, it might cover dinner out. In our latest newsletter, we explored what happened when that $100 was invested differently — and what it means for your purchasing power over time.

See what a century of history says about cash.

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3823 E Daley Lane
Phoenix, AZ
85050

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