Win Walstad - Waverly Advisors

Partner, Wealth Advisor

CFA®

Win Walstad serves as a Partner and Wealth Advisor at Waverly Advisors. Win has more than 20 years experience in investment research and analysis, portfolio management, and providing individuals personal financial advice in the areas of estate and wealth transfer planning, tax and financial planning, risk management and cash flow management.

Win has been a part of Waverly Advisors since BT Wealth merged with the firm in July 2022. Prior to BT Wealth, Win was a Financial Advisor with Northwestern Mutual in Atlanta. Previously, Win spent 11 years in Santa Barbara, CA at Cross Country Lending and Walstad Investment Counsel. Win has also worked as a Research Associate at Robinson Humphrey Co., Inc. in Atlanta.

Win is a Chartered Financial Analyst (CFA). He has a Bachelor of Business in Business Administration (BBA) from the University of Georgia and holds an MBA from the Goizueta Business School at Emory University. He is a member of the CFA Institute, CFA Society of Atlanta and attends the Sandy Springs United Methodist Church. Win and his wife Stephanie have four daughters and he is an avid outdoorsman when their schedules permit.

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.