Walter Roth

Walter Roth

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • CASL®
  • CA License: #0H53191

5417 Vern Holmes Drive, Suite 2
Stevens Point, WI 54482

715-254-3918Visit my website
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About my practice

Together with my team, we ensure that your goals are translated into a plan designed for you. We prepare for various scenarios, we review, and we revise when we need to. We partner with specialists, such as CPA's and attorneys, to ensure every aspect of wealth accumulation also has a distribution strategy. As your Wealth Management team, we are here for you and the generations that follow you.

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