Serving the Walden Community
Financial Advisor for Walden, TX Residents
Jeremy J. Walker, CRPC®, AWMA®, President & Managing Partner of Maverick Wealth Management, helps Walden homeowners plan for retirement income, estate transfer, and long-term wealth management — from a Montgomery, TX office close to home.
Schedule a ConsultationLocal Guidance for Walden's Lake Community
Walden is a lake and golf community on Lake Conroe within Montgomery, TX. Many Walden residents are retired or nearing retirement and want a financial plan built around their specific goals — not a one-size-fits-all model. Maverick Wealth Management listens first, then builds a plan tailored to your life.
Whether you're drawing down retirement accounts, transferring wealth to the next generation, or simply want a second opinion on your current strategy, Jeremy and the Maverick team are a short drive away on Hwy 105.
Montgomery, TX Office
Maverick Wealth Management
15264 Hwy 105, Suite 170
Montgomery, TX 77356
How We Help
Wealth Management for Walden Homeowners
Retirement Income Planning
As a CRPC® (Chartered Retirement Planning Counselor), Jeremy builds a personalized retirement income plan around your timeline, income needs, and goals as a Walden homeowner.
Estate & Generation Planning
Wills, Revocable Living Trusts, and Powers of Attorney to help preserve what you've built for your family.
Wealth Management
Asset management strategies reserved for accredited investors that include private market, hedge funds, options, shorting, and risk management based on correlation rather than a pie chart.
Let's Talk, Walden
Schedule Your Complimentary Consultation
No obligation — just an honest conversation about your retirement and wealth management goals.
Schedule a Consultation