Mr. Wald specializes in working with retirees and those approaching retirement who seek financial security and peace of mind.  Since 2001, he has helped hundreds of clients weather multiple market downturns.  Mr. Wald  is an expert in safeguarding and growing client’s net worth and income, especially by generating safe, predictable and guaranteed lifetime income for both individuals and couples.

Mr. Wald acts as a fiduciary, meaning that he is obligated to place his client’s welfare ahead of his own.  He is available to meet with clients remotely, at his office or at a client's home. 

• Licensed and serving clients for over 20 years 
• Resident of Pierce County, Washington since 1987
• Established network of Elder and Estate Planning attorneys, independent trust companies and CPAs
• Member of the Asset Protection Society and pursuing accreditation as a Certified Wealth Preservation Planner
• Graduate of The Ohio State University’s Fisher School of Business
• Proud veteran of the United States Army