In these days of our rapidly changing landscape, be it political, taxation volatility, increased market turmoil, or the complex investment issues we face you can count on Walker to bring clarity and simplicity to the table for you.
We have access to multiple portfolio managers and strategies through Bison Advisors, our registered investment advisor. These options allow us to help do what is best for the client, as we believe each investor is unique and no single investment strategy is right for everyone.
Constant research and continuing education keeps Walker abreast of the latest tools/investment vehicles and techniques to help his clients to have both a rewarding and successful retirement journey.
For more information on how we may help make your retirement the best years of your life pick up the phone and give us a call. Come find out why Ham Asset Management is not like the rest.
Our Process
Phase I: Discovery
Phase II: Strategy
Phase III: Implementation
Phase IV: Monitoring
Our Services
Estate Planning
Insurance Planning
Investment Planning
Retirement Planning
Tax Planning
Contact Us
Let us help you
Your desired life journey should drive your plan. At Ham Asset Management, we offer our experience and knowledge to design a specific plan based on your needs and situation.
Our process is designed to provide you the confidence to work your plan by making informed decisions. We monitor your progress and make adjustments when needed.
To learn more or schedule a no-obligation meeting, please submit the form or, if you’re in the Lake Norman area, call 704-412-1849.