The Government Evaluates Your Experience—You Should Evaluate Ours

 

The Government Evaluates Your Experience—You Should Evaluate Ours

Federal Acquisition Regulations FAR require that the government consider a contractor’s past performance when selecting resources for future contracts. We ask that you do the same when considering a wealth advisor. Jamie delivers a focus on government contracting businesses that few competitors can match. 

Federal Acquisition Regulations FAR require that the government consider a contractor’s past performance when selecting resources for future contracts. We ask that you do the same when considering a wealth advisor. Jamie delivers a focus on government contracting businesses that few competitors can match. 

Waldren Differentiator:

  • More than 20 years of experience with senior executives and C level government contracting clients in the defense and aerospace industries.
  • Currently serving 50 individuals & families who have entrusted him with more than $65 million dollars in assets under management.

  • Interviewed more than 30 centers of influence and published several independent research articles on the financial implications of govcon ownership that provides exceptional insights into your industry.

  • Published references, click on this link for Insights and Articles page.

  • Guest speaker to Armed Forces Communications Electronic Associations AFCEA small business group on tax and business succession planning for government contractors.

  • An established network of attorneys, accountants and other key financial and business professionals to help structure and execute an effective, well-timed exit strategy.

  • Client centric consultative discovery process that leads to customized recommendations designed to address each client’s unique goals and needs.

Jamie’s long history and familiarity with senior executives in the government contracting market in Washington, DC and its suburbs make him the provider of choice for owners and executives planning for the growth of their businesses as well as their personal financial futures.