Walter Kivett

Background

About Walter Kivett

Walter is a senior partner with The Fleming Kivett Group at Morgan Stanley in Greenville, SC. Walter has been helping individuals and companies make investment and retirement decisions at Morgan Stanley since 2004. Prior to joining Morgan Stanley, Walter spent over 15 years working with small to large public and private corporations in the healthcare, oil and gas, industrial and manufacturing industries. Clients that work best with us are busy with their own work, businesses and families, prefer to delegate the daily management of their investment assets and 401(k) choices to us and follow the advice we provide. We listen to our client’s concerns and understand what is important to them before making any recommendations. Our investment approach helps provide clients with a reproducible, non-emotional investment process that uses tools to monitor market risk within the, countries, industries and sectors of our investments. We determine client’s investment suitability by first understanding their risk profile. By utilizing supply and demand economic laws, we place a premium on when and what to invest in, and when to exit that investment, either to seek preservation profits or reduction of principal risk. As your risk profile and investment needs change, we will also adjust your investments to complement those changes. Our Goal, no matter the level of your understanding or experience, is to treat everyone with respect and courtesy and listen to your concerns and issues, non-judgmentally, to help you make the best decisions. Retirement planning means more than providing investment advice. It means helping folks maintain the financial independence they’ve worked their whole lives to achieve. I encourage you to contact me today for an unbiased evaluation of your financial situation. Interests: Spending time with family, participating in numerous sports, gardening, new technologies, technical investing strategies, business ventures.