Michael Walther

Background

About Michael Walther

Driven by a passion to improve the lives of my clients Launched two successful wealth management firms Inspired by clients and friends to build a unique firm delivering comprehensive wealth management to families with special needs members and other life event challenges Proud to be the first financial advisor in Illinois admitted into the Academy Of Special Needs Planners. Honored to be chosen by NAPFA as the Excellence in DEI Award Winner among mid-sized firms. Energized by over 30 years of experience helping clients overcome financial challenges and exceed financial goals Blessed to have over 50 years of first-hand special needs care giving experience Specialties: Financial guidance following life events such as retirement, divorce, death of a spouse, or birth of a child. Special Needs Financial Planning including coordination and implementation of legal, educational, residential, social, and recreational services as well as benefits acquisition and care management. Comprehensive wealth management covering investment management, income tax planning, estate planning, retirement planning, cash flow planning, benefits planning, and education funding.