Independent. Locally owned. Trusted.

Private Wealth Management for Families and Institutions

Why Walsky?

Walsky Investment Management is a Registered Investment Advisor that helps individuals and families invest for the future. Our founding vision was to be the company that investors trust and to reduce the anxiety that often occurs when one is planning their financial future. No matter what your goals may be, Walsky is invested in your financial well-being.

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More than Investments

Navigating one’s financial future requires a solid investment plan along with having professionals that are on your side. Whether it is a simple question or helping with a complicated transaction, our clients know that they can trust us to be there to help them. Regardless of what your plan may be, investors trust Walsky to make sure that they stay on course.

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Check out our fall 2019 quarterly newsletter, Dr. Shiller's Remarkable Chart, where Walsky President Craig Hafer discusses Dr. Robert Shiller, one of the greatest economists of all time.

Investing

Investing for the future requires a solid plan coupled with an investment style that will help reach that goal. Since our founding, we have realized the value of dividend-paying stocks and how they are a good fit for most investors. While other investment strategies have gone in and out of style, investing in companies with growing dividends remains a popular choice for investors who are seeking long-term growth with increasing income.

Learn more about the Importance of Dividends
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Research

Our research is as unique as our firm. Four times a year, our president, Craig Hafer, writes about a topic that is relevant to today’s investors. These newsletters have fans across the county and have earned the accolades of the WEEU radio listening audience, where Craig hosts The Quarterly Report with Craig Hafer. One retired professional investor referred to our newsletters as “reading a good profile in The New Yorker magazine in a subject that I know quite well.”

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Learn why Walsky is the company
that investors trust

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