We have the key to success. Our firm consists of a CPA practice as well as a wealth management business that provides seamless communication for our clients in the same location with double the benefit. Norris Waalen, LLC is our CPA practice that offers an array of accounting services to all types of individuals, businesses, and trusts or estates.
Runestone Wealth Advisors, LLC is our wealth management business that services clients of all levels of capital while making sure to place the client first and foremost with their financial planning, investment development, and asset management needs.
Runestone Wealth Advisors, LLC is our wealth management business that services clients of all levels of capital while making sure to place the client first and foremost with their financial planning, investment development, and asset management needs.
Services
While obtaining his undergraduate degree, Norris found his passion through a college course that was ultimately a prelude to financial planning, before the term was coined.
He graduated with a Bachelor of Arts in Accounting and Economics from Luther College.
Since then, he has accomplished his own CPA practice, Norris Waalen, LLC.
While working within the auditing and accounting industry, he discovered how to incorporate financial planning with his clients.
Hence, Runestone Wealth Advisors, LLC was born.
He graduated with a Bachelor of Arts in Accounting and Economics from Luther College.
Since then, he has accomplished his own CPA practice, Norris Waalen, LLC.
While working within the auditing and accounting industry, he discovered how to incorporate financial planning with his clients.
Hence, Runestone Wealth Advisors, LLC was born.
Do what is best for the client.
We strongly live by this motto as part of our fiduciary role required by the SEC and FINRA.
We strive to meet the client's goals and wishes while finding strategies to best maximize those ideals.
We find the most profitable and efficient plan for each individual client.
For this reason, we are a fee-only based company so that we can deliver unbiased advice and investments to benefit our clients.
Norris Waalen is an independent registered investment advisor (RIA) that uses Charles Schwab & Co. as our brokerage firm.
We strongly live by this motto as part of our fiduciary role required by the SEC and FINRA.
We strive to meet the client's goals and wishes while finding strategies to best maximize those ideals.
We find the most profitable and efficient plan for each individual client.
For this reason, we are a fee-only based company so that we can deliver unbiased advice and investments to benefit our clients.
Norris Waalen is an independent registered investment advisor (RIA) that uses Charles Schwab & Co. as our brokerage firm.
We offer a variety of ways to help client's visualize and map out their own objectives of their finances.
Risk Assessment- a questionnaire that guides a client to understand risk tolerance as well as the client's willingness for a more volatile or less volatile portfolio to achieve desired results.
Comprehensive Planning- we use software programs that are sophisticated, yet easy-to-understand, that prioritizes a client's wants, needs, and wishes.
We develop a plan to achieve those goals from the client's current standpoint and going forward throughout retirement.
Risk Assessment- a questionnaire that guides a client to understand risk tolerance as well as the client's willingness for a more volatile or less volatile portfolio to achieve desired results.
Comprehensive Planning- we use software programs that are sophisticated, yet easy-to-understand, that prioritizes a client's wants, needs, and wishes.
We develop a plan to achieve those goals from the client's current standpoint and going forward throughout retirement.
We understand the client's tax history using the previous year's information to complete the current year's tax return.
For each client, we include all income as required, but we will find all eligible expenses to reduce the taxable income.
Norris Waalen, LLC goes one step further in providing an optional projection for the subsequent tax year to better give the client an idea of their future tax liability.
Our firm understands the client's tax situation all year round and the tax implications that result.
For each client, we include all income as required, but we will find all eligible expenses to reduce the taxable income.
Norris Waalen, LLC goes one step further in providing an optional projection for the subsequent tax year to better give the client an idea of their future tax liability.
Our firm understands the client's tax situation all year round and the tax implications that result.
Our firm strives to create a portfolio for each and every client that best suits their individual personality and desires.
To start, we understand the client's risk assessment to determine goals and a financial timeline to develop an investment policy statement.
From there, we select a portfolio from several models tailored to each individual client.
Each model stresses diversification using a mix of mutual funds, individual stocks and bonds, ETFs, cash, and the money market.
Diversification in the portfolio boosts profitability and security for the client.
To start, we understand the client's risk assessment to determine goals and a financial timeline to develop an investment policy statement.
From there, we select a portfolio from several models tailored to each individual client.
Each model stresses diversification using a mix of mutual funds, individual stocks and bonds, ETFs, cash, and the money market.
Diversification in the portfolio boosts profitability and security for the client.
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