Michael Walstedt
Reliant Wealth Advisory
Hoboken, NJ
Hey! My name is Michael Walstedt and I'm the founder of Reliant Wealth Advisory, a fee-only, fiduciary independent investment advisory firm located in Hoboken, NJ. I am both a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) - the two most well respected credentials in the financial services industry. The CFA program focuses on investment analysis and portfolio construction. The CFP® certification covers the rest of your financial life: retirement, taxes, insurance, and estate planning. Together, they mean your investments and your plan are built by the same person, with the same goals in mind. I grew up in Parsippany and earned my accounting degree from Rutgers, which gives me a strong foundation on the tax side of financial decisions. After a few years in corporate roles, I moved into trading financial markets. That taught me how markets really behave, how fast things can change, and how often emotion drives bad decisions. I launched Reliant to do things differently. I'm a solo advisor. I'm independent. I don't make commissions on my recommendations. I'm a fiduciary. I run my business with integrity. I have the market background. I have the accounting background. And I want to tie it all together to deliver my clients the highest quality financial services they have ever had. It doesn't matter if you're a tech professional with equity comp (RSUs or options, I've worked with both), a business owner looking to build investments outside of your business or a corporate executive with complex compensation - I'm ready to take it on. I live in Hoboken, New Jersey with my wife Allie. We love the beach, NYC, traveling and golf (well, maybe it's just me on the golf). Let's get to work!
Asset management
Discretionary
4 Reviews
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From the SEC record
Extracted from Michael’s Form ADV filing.
Total clients
0
Average account size
$0.00
FORM ADV
Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.
Verified fiduciary status
This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what is best for you.