Joe Walters is a second-generation Financial Advisor, managing and directing Legacy Wealth Management. Over the last 20 years, he has been successful in assisting families and businesses in developing a sound plan that might help to grow and preserve their assets. He is active in the community serving his church and mentoring youth. Joe lives in Sacramento with his wife, Sue, and his four sons; Mason, Ethan, Gideon, and Titus.
CA Insurance Producer License Number 0D56261
Legacy Wealth Management is not a registered broker/dealer, and is independent of Raymond James Financial Services.
“Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.”
Episode Highlights Here:
Joe
You never know when it’s going to really hit. But you want to have a strategy that prepares you for it.
Brett
What would you say the number one secret is to keep a level head in today’s environment?
Yeah, I would say going into
Joe
a storm with a strategy, like knowing that there’s going to be cycles, right? That you never know when it’s going to really hit. But you want to have a strategy that prepares you for it. And the second thing is, again, education is really talking to clients about it, helping them understand, communicating with them with what’s going on, and how their assets are responding to it. And I’d say third, is looking for opportunity. I would say the most attractive investment opportunities I’ve been able to help clients with have happened in environments like this, where people start really losing touch with the value of assets. So they started selling things for prices that are just really unfathomable and a great opportunity for investors. So I’ve been able to help clients take advantage of those types of situations. And ultimately, stay disciplined, stay level headed, Don’t be emotional, and those are things that and stay in touch with everybody. I think that’s critical.
Brett
Excellent. So I think part of that is knowing when to play defense and when to play off.
Joe
Yeah.
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About Joe Walters
Joe Walters is a second-generation Financial Advisor and the founder and principal of Legacy Wealth Management. With over 15 years experience (Morgan Stanley and Wells Fargo Advisors, LLC), Joe has been successful in assisting families and businesses in developing a sound plan that aims to build and preserve their assets.
Joe is active in the community, serving in his church and mentoring local youth. Joe lives in Sacramento with his wife, Sue, and his four sons; Mason, Ethan, Gideon, and Titus.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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