Pictured Left to Right: Derrik Wynkoop, President and CEO; Garry Michel, CFP®, CRC®, AIF®, EA; Dawn Sweed, Financial Advisor; and Jonathan Sutter, Client Services Associate.
At Walden Investment Services*, our mission is to understand your unique needs, desires, and long-term goals. We aim to help you develop, implement, and monitor strategies tailored to your financial aspirations. Our dedicated team of financial planners and wealth advisors is committed to assisting families, individuals, and business owners in preserving and building wealth. Backed by decades of experience in wealth management and banking, we offer a holistic approach, guiding you toward financial independence and confidence at every stage of life.
We provide personalized, hands-on services, educating our clients about financial concepts and strategies to demystify investing, insurance, and more.
Our comprehensive services include:
- Investment Management
- Wealth Preservation
- Financial Planning
- Risk Management
- Business Advisory Services
Our team includes experienced professionals who focus on guiding individuals and businesses through personalized financial strategies. At Walden Investment Services*, we treat you as family. Join our knowledgeable community of dedicated professionals ready to serve you.
