About Walter

Screenshot_20230307-145358_3

Walter D. Witherell II

President and Founder
Financial 
Strategist

High Tech Strategies. Down To Earth Simplicity.

Family

Walter lives near the coast, in Galveston County, Texas, with his wife, daughter, and three dogs- who love Texas Barbeque, and swimming at the beach. Walter has three grown sons who are successful in their careers, living tremendous lives. In his rare spare time, Walter writes books about finance, forensics, and freedom.

Discovering Purpose in Financial Guidance

My journey began with a diverse background in public service, leading me to gain invaluable insights while working within a major Wall Street firm. Witnessing firsthand the obscured truths of the financial world, I realized the profound importance of understanding 'why' we embark on financial endeavors.

Reflecting on my own experiences, I've come to appreciate that true wealth extends beyond mere numbers on a statement. It's about empowering individuals to achieve financial independence and reclaim control over their futures.

Growing up, I witnessed the impact of forever losses to taxes, fees, and compound interest, altering the trajectory of my life. Determined to make a difference, I embarked on a mission to educate and guide others toward financial empowerment.

In my years of practice, I've seen the detrimental effects of avoidable losses to taxes, fees, and compound interest. My purpose remains unwavering: to break down barriers and pave the way for financial freedom.

Join me on this journey, where together, we can navigate the complexities of finance and unlock the true potential of your wealth.