The New Diversification: Leveraging Fractional Ownership in Wealth Strategies
In this episode, we sit down with Bill Walters to explore The New Diversification: Leveraging Fractional Ownership in Wealth Strategies. From real estate to private equity, fractional ownership is reshaping how investors build portfolios. Bill unpacks how this approach can enhance diversification, address tax considerations, and mitigate risk while making once-exclusive asset classes more accessible. Tune in to discover how fractional ownership can be integrated into holistic financial planning for long-term success.
About Guest:
Bill Walters is a dedicated financial advisor and passionate advocate for families navigating
complex life challenges. With a background shaped by personal resilience, from overcoming
childhood medical adversity to caring for his mother through six years of dementia and raising a
daughter with emotional, medical, and psychological needs. Bill brings empathy, strategy, and
heart to his work. He knows firsthand the burden and beauty of complicated family dynamics,
and he channels that lived experience into every conversation with the families he serves.
Before becoming a Financial Guru, Bill walked a deeply personal journey. He witnessed how his
mother’s suffering could have been minimized with proper professional care and learned the
importance of planning ahead, not just financially, but with intention and love. Now, he;s on a
mission to help families like his achieve a lifetime of financial stability and solvency.
One of his clients in Texas is a testament to that mission. Just three years ago, at age 37, she
followed Bill’s debt-elimination plan to the letter. In just 18 months, she became debt-free,
moved out of her parents home, launched her own business, and is now on track to retire with a
nearly million-dollar nest egg. Bill's professional expertise is backed by real-world results and robust credentials. A graduate of Drexel University’s five-year business program, he credits his most valuable lessons not to textbooks, but to life itself. In addition to his financial and management experience, he has co-authored two international bestsellers (The Equation and Cracking the Success Code), serves on the board of directors for three non-profits, and has raised over $160,000 in a single night as a fundraising chair. He also sits on the finance committee for two churches and has coached Special Olympics athletes for over a decade.
Bill guides families who care for others children, aging parents, and loved ones with disabilities
through financial and estate planning grounded in compassion and clarity. His approach is
rooted in the belief that financial planning is more than numbers, it’s about honoring stories,
protecting legacies, and empowering families to thrive through uncertainty. When he says he
listens with purpose and offers solutions with heart, it’s more than a motto—it’s a reflection of
his life.
Are you ready to move from scarcity to abundance?
Schedule a 15-minute discovery call: https://calendly.com/wjwalters/15-minute-discovery-
session
Contact Bill Walters:
�� +1 (267) 278-5062 | +1 (609) 994-0222
mperectlyimperfectfamilies.com
About Christopher Salem
Christopher Salem, the dynamic host of the Sustainable Success Show, has been empowering business leaders, entrepreneurs, and organizations for nearly 8 years. Through thought-provoking weekly content, Christopher delivers actionable insights that inspire growth and sustainable success in today’s ever-evolving marketplace.
His show spotlights influential thought leaders, offering transformative strategies to overcome challenges, enhance performance, and achieve long-term goals. Christopher’s expertise, coupled with his dedication to fostering professional and personal development, has made him a trusted voice in the world of leadership and entrepreneurship.
Discover more about Christopher and the Sustainable Success Show at www.christophersalem.com and www.sustainablesuccess.net.
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