(812) 473-9890
Welcome! I am Dave Waltz, Certified Financial Planner™ , Chartered Retirement Planning Counselor ® , and the Senior Advisor at Wealthtrends Advisors in Evansville, Indiana. We understand that individuals face unique challenges as they prepare for retirement. We help our clients navigate through the decision making process with confidence through education, proper planning techniques, and an in-depth knowledge of what is important to them.
Wealthtrends Advisors is an independent, fee-based firm with over 35 years of experience in Retirement Planning , Inter-generational Wealth Management, and Executive Benefits . We are committed to the tenets of objectivity, client confidentiality, and overall professionalism. We are dedicated to building long-term client relationships, and the majority of our clients have worked with us for many years.