"I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance."
Gregory Walker
Gregory Walker
"I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance."
About Gregory Walker
Welcome
I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance. My full-service financial advisory practice is founded upon the core values of rigorous analysis, investment discipline and a customer-centric approach. I bring a dedicated work ethic to help identify promising companies and industries, striving to push beyond the transactional, and tap a reservoir of research on business sectors and global economic conditions to help determine the opportune time not just to buy, but to sell. Communication is a key component of my holistic approach, and I believe that success is measured beyond returns—I endeavor to be sensitive to each client's situation, and bring transparency and clarity to investment decisions.
My ultimate investment objective is this: to do what is right for my clients and keep them always informed.
Learn More
Insights
Outlook
Is a Goldilocks economy just a fairy tale?
May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now
Outlook
Testing the five big insights of our 2024 Outlook
May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read Now
Outlook
April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now
Retirement
56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read Now
Wealth Planning
You’ve decided to share your wealth with family. Now what?
May 15, 2024You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Outlook
Eye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read Now
Business
Introduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Investing
Election year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read Now
Outlook
Heard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read NowOutlook
Is a Goldilocks economy just a fairy tale?
May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read NowOutlook
Testing the five big insights of our 2024 Outlook
May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read NowOutlook
April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read NowRetirement
56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read NowWealth Planning
You’ve decided to share your wealth with family. Now what?
May 15, 2024You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowOutlook
Eye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read NowBusiness
Introduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowInvesting
Election year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read NowOutlook
Heard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read Now
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