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Value statement

I work with individuals, families, and businesses to deliver customized wealth management strategies to address my clients’ current and future financial goals, as well as plan for their family legacies.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation click Contact.

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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Bulletin Board

Disclosures

Scott Waltmon is currently registered to conduct business with residents of the following states: CA, CO, FL, LA, NC, NJ, TN, TX, UT, VA.

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