Bertenshaw-Fielder Wealth Management

2555 East Camelback Road
Suite 900
Phoenix, AZ 85016
(602) 954-5919
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The Bertenshaw-Fielder Wealth Management Group is dedicated to helping people achieve their financial goals. We believe every family is entitled to the highest level of personalized service and care. With the global resources of Merrill and Bank of America, we’ll work together to design a goals-based financial approach to help you reach the goals that matter most to you.
Bertenshaw-Fielder Wealth Management
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Walter Fielder
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019, 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Thursday, June 13th 2024| 12:00 PM
Cybersecurity - Protecting Yourself at Home & On-the-Go

The summertime can present cyber criminals with opportunities to take advantage of college students back at home who may be taking on financial responsibilities for the first time and travelers who may be distracted while away from home.

To help our clients protect their family and assets, we're pleased to host Ben Tweel for a virtual event on June 13 at 3 pm ET.

"Protecting yourself from cybercrime at home and on the go" will feature Ben Tweel (Senior Cybercrime Specialist with Bank of America's GIS team).

Ben will explain why you might be at risk, what to be aware of and share some best practices to protect you, your family and assets.

Thursday, December 14th 2023| 12:00 PM
2024 Market Outlook
Meet Our Team
Walter Fielder
Senior Vice President, Wealth Management Advisor
602.954.5064
Ryan Bertenshaw,

AWMA™

Senior Vice President, Wealth Management Advisor
602.954.5801
Susan Woolhiser Everitt
Wealth Management Client Associate
602.954.5919
Caitlin P Pollard
Wealth Management Associate
602.954.5960
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
John Karsnitz
Investment Solutions Group Portfolio Strategist
Sarah Villanueva
Wealth Management Banking Specialist
R.J. Walton
Wealth Management Lending Officer
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.