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At Walkner Condon we seek to provide a customized solution for each of our clients. As every client has different needs that require access to our teams, we offer a variety of service models to serve you.

Gold Service Model

  • Annual review meeting with WC Staff
  • Staff provided phone and email support
  • Digital self-service planning software
  • Diversified, tax-optimized portfolios utilizing ETFs
  • Access to WC Referral Network of Professionals

Platinum Service Model

  • Two agenda driven strategy sessions per year with your dedicated advisor team
  • Unlimited phone and email support
  • In-depth financial planning experience with access to cutting-edge technology
  • Full risk analysis & recommendations using Riskalyze
  • Diversified, tax-optimized portfolios utilizing ETFs including strategic, dynamic, and ESG models
  • Advice on retirement plan assets such as 401(k) and 403(b) plans
  • Includes ongoing review of estate planning, tax planning, insurance (may involve outside professionals)
  • Invitations to Walkner Condon client events and seminars

Diamond Service Model

Everything in the PLATINUM experience, and:

  • Custom investment models, including separately managed accounts, asset location strategies, and "sleeve" investments
  • Private equity/non-traded strategies
  • Planning for highly appreciated or concentrated assets
  • Advanced estate planning including charitable giving design and implementation
  • Multi-generational wealth planning

Please note that due to international investing regulations, not every service model may be available. We will work with you to determine which model fits your situation best.