Walter Roth

Walter John Roth

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • CASL®
FINRA BrokerCheck
5417 Vern Holmes Drive, Suite 2
Stevens Point, WI 54482
715-254-3918 Visit my website

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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