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In 1989, and for the next 12 years, he managed the company he founded, The Westfield Financial Group, an investment management and financial planning firm based in Newtown, Connecticut. In 2000 he founded AdvisorsOne, LLC, an SEC registered advisory firm, where he partnered with TD Waterhouse Institutional Services to custody client accounts. This relationship with TD Waterhouse Institutional Services continues today. Walter, acting in his capacity as a registered investment advisor agent, through The Trustmont Advisory Group, Inc, outside of Pittsburgh, PA., continues to custody advisory clients through TD Waterhouse Institutional Services.

Today, Walter oversees over $60 million in assets for clients residing in 12 states. He has acquired the following designations:

Certified Financial Planner Board of Standards Inc designation of Certified Financial Planner Professional (2006)
NASD Series 24 Financial Principal's License (1990)
NASD Series 7 Registered Representative's License (1985)
NASD Series 63 License (1985)
Registered Investment Advisor (1990)
Certified Divorce Financial Analyst (2003)
State of Connecticut licensed Life, Accident/Health, Variable Annuity, Variable Life insurance producer and State of Connecticut trained in "The Connecticut Partnership for Long Term Care" (2004)

His professional affiliations and memberships include the following:

Trustmont Financial Group, Inc. - Broker Dealer
Trustmont Advisory Group, Inc. - Registered Investment Advisor
The Financial Planning Association
The Institute of Divorce Financial Analysts
The Financial Divorce Association
The American Funds Group All-American Team

Walter is Treasurer of the Newtown Youth Basketball Association, a 501c3 non-profit corporation. He is a member of the Newtown Chamber of Commerce. In the past, he has served as Treasurer of the Newtown Blue & Gold, committee member of the Newtown Pension Committee and basketball and baseball coach in youth sports

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Our defining quality, I think, is our recognition, a quarter century ago, of the majesty of simplicity. If Vanguard has dared to strive for greatness, it is because we have tried to live by Tolstoy's standard: "There is no greatness where there is not simplicity, goodness, and trust."

Common sense investing is grounded in simplicity, but requires faith. In the very first paragraph of the very first chapter of Common Sense on Mutual Funds, I write: "Investing is an act of faith. We trust our capital to corporate stewards with the faith that their efforts will generate high rates of return on our investments ... and the faith that the long-term success of our nation's economy and financial markets alike will continue in the future."

John Bogle

Founder, The Vanguard Funds

John Bogle on Investing - The First 50 Years