Dedicated to providing individualized portfolio and wealth management services for high-net-worth clients, Walt Hommerding uses a core/satellite portfolio model to provide diversified asset allocation. He incorporates client risk tolerance levels and desired growth rates to select a conservative, moderate, or aggressive growth strategy, all of which include regular communication with and reporting to portfolio owners. Committed to developing goal-focused holistic strategies based on each client's unique needs, Walt Hommerding offers estate investment, liability, asset, and retirement planning, as well as corporate services.
Walt Hommerding currently serves as Managing Director-Investments for Wells Fargo Advisors, having recently advanced from the role of Senior Vice President-Investments. He has further distinguished himself as part of Wells Fargo Advisors’ elite Private Investment Management (PIM) program, which grants discretionary authority to a select 10 percent of firm advisors. Mr. Hommerding is also a six-time recipient of Orange Coast magazine's Five Star Wealth Managers award, which recognizes the area's leading 2 percent of wealth managers who indicate a commitment to client service as well as regulatory compliance.
Mr. Hommerding can be reached at 949-759-4564 or walt.j.hommerding@wfadvisors.com.
Walt Hommerding currently serves as Managing Director-Investments for Wells Fargo Advisors, having recently advanced from the role of Senior Vice President-Investments. He has further distinguished himself as part of Wells Fargo Advisors’ elite Private Investment Management (PIM) program, which grants discretionary authority to a select 10 percent of firm advisors. Mr. Hommerding is also a six-time recipient of Orange Coast magazine's Five Star Wealth Managers award, which recognizes the area's leading 2 percent of wealth managers who indicate a commitment to client service as well as regulatory compliance.
Mr. Hommerding can be reached at 949-759-4564 or walt.j.hommerding@wfadvisors.com.
