Why We're Different
Client Experience
Professional Planning with a Personal Touch
When you walk through our office doors, you’re greeted with more than just a smile – you’re welcomed like family. We pride ourselves on offering a client experience that is warm, accessible, and deeply personal. We take the time to know your name, your story, your values, and your financial aspirations, creating a personalized experience that larger firms simply can’t offer.
Unrestricted Communication
At Walled Lake, there are no barriers to reaching our team. You can call or text us directly, without the frustration of navigating phone menus or dealing with automated systems, and you’ll never reach voicemail during business hours. Our accessibility ensures you always have the support you need, when you need it.
Transparent Guidance
Transparency is at the heart of our client experience. We believe in presenting the complete financial picture and empowering you with the knowledge to make informed decisions — and with our fiduciary commitment, you can trust that our guidance remains unbiased and solely focused on your financial success. Our goal is to ensure you feel informed, confident, and secure in your financial journey.
Collaborative Approach
We believe in a collaborative approach to your financial planning. Whether in person, over the phone, or through a Zoom call, we work side by side with your estate attorneys, accountants, and other advisors to synchronize every element of your financial strategy. From 529s, 401(k)s, stock options, and corporate benefits, we’re by your side every step of the way.
Lifelong Partnership
Every review call starts with understanding what’s new in your life. From unexpected expenses and windfalls to family changes and career transitions, your milestones impact your finances — and the more we know, the better our recommendations and strategies can be. Our mission is to create a plan that evolves with you, providing lifelong support and guidance.
Expert Guidance to Reach Your Goals
Our team excels in leading and coordinating every aspect of your financial journey, aligning all elements together to support your financial objectives.
Your Life at Your Fingertips
eMoney has established itself as the leader in advanced financial planning tools. Not only can it model unique situations, but it can act as a resource for your loved ones or other financial professionals if needed. As a client of Walled Lake, you have access to both eMoney and our team’s expertise in shaping it to match your needs.
Take The Next Steps
Set Up an Introductory Conversation
We’ll ask questions to understand your situation and share insights about our approach and capabilities to help you decide if you’d like to proceed.
Establish Financial Goals
Together, we’ll identify your financial priorities and set realistic targets that align our efforts with your values and aspirations.
Develop a Financial Plan
Our team will create a tailored financial plan, aligning all your assets and strategies to effectively support your long-term goals.
