Holistic Wealth Planning to Give You Peace of Mind
We combine active investment management with strategic financial planning to guide clients toward lasting wealth and retirement security.
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About Ryan
Ryan Walker is a financial professional with a wealth of experience in guiding clients through complex financial landscapes. He began his career in the financial services industry during the bear market of 2008, helping investors navigate a challenging economic environment.
Before joining SAM, he served as an Associate Financial Planner and spent approximately eight years with a large Registered Investment Advisor, where he played a key role in developing personalized financial strategies that helped clients achieve their financial and retirement goals.
Your Financial Journey, Our Expertise
A Plan Tailored to You and Your Family
At SAM, we believe true wealth management goes beyond investing. We take a holistic approach to understanding your financial life, creating a roadmap to help manage your finances, achieve your goals, and prepare for life’s unexpected events.
As fiduciaries, we recognize that every family’s needs are unique and will evolve over time. Through our thoughtful planning process and actively managed investment strategies, we provide guidance to help you navigate ever-changing financial conditions with confidence.
Our Services
Investment
Management
Our in-house Investment Committee actively manages portfolios using a blend between fundamental research and quantitative analysis. Our strategies are designed to help investors safeguard wealth, generate income, grow assets, or achieve a combination of these goals.
Financial
Planning
True wealth management goes beyond investing. We take a holistic approach to building personalized financial plans that account for retirement, tax mitigation opportunities, estate considerations, efficient cash flow planning and more - helping you stay on track no matter what life brings.
Retirement
Planning
The transition into retirement is one of life’s biggest milestones, and it deserves careful planning. We work with you to address income needs, healthcare decisions, and lifestyle choices, helping ensure your next chapter is fulfilling, secure and supports the life you’ve worked hard to achieve.
Business Succession Planning
We help business owners prepare for what’s next by aligning personal finances with business objectives and building a strategy for smooth succession and lasting success. We’ll work as the quarterback of your team and collaborate with your CPA, M&A advisor, business and personal attorneys, and other key professionals to ensure a seamless succession.
Estate
Evaluation
A holistic plan includes preparing for future generations. We work alongside your estate attorney and other professionals to ensure your wealth is structured to support your family’s needs today and tomorrow. We will also digitally store your estate planning documents, if desired, in the event they need to be referenced or implemented.
Tax
Planning
Managing taxes is an important part of protecting wealth. We evaluate evolving strategies to help minimize long-term tax implications and collaborate with tax professionals when needed to ensure your plan stays efficient.
Risk
Mitigation
We can evaluate current insurance policies and help provide education on any additional needs that may be recommended. We also design investment strategies to help protect wealth from market volatility, economic uncertainty, and unexpected life events—providing stability and confidence across changing conditions.
Charitable
Gifting
We help families integrate philanthropy into their financial plans, creating tax-efficient giving strategies that align with personal values and long-term wealth goals. Charitable giving can take many forms, and we evaluate the most advantageous methods to give so that your gifts can go as far as possible.
Our Approach to
Investing
Durability
Durable franchises with long runways for growth
We focus on owning enduring companies in growing industries that we feel confident will be bigger, more profitable enterprises a decade from now than they are today.
Profit Margins
Healthy Profit Margins
To be sure, even the most stable businesses can have periods in which profits are harder to come by. But when measured over a full economic cycle, companies with above-average profit margins tend to have superior business models and harder-to-replicate competitive advantages.
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High Returns on Investment
All else equal, we favor investing in companies that can generate excellent returns on their capital simply by investing in and growing their core businesses. Time and again, we’ve found that as owners of such businesses, we too, can generate excellent returns on investment.
Management Teams
Run By Talented, Trusted Management Teams With Skin In The Game
In our studies, all three of these management traits correlate to better outcomes for shareholders. We look to invest in leaders who do the smart things, do the right things, and do both because their incentives are closely aligned with ours.
Valuation
When They Trade At A Reasonable Valuation
Valuation matters. Just ask anyone who bought high-flying tech stocks during the internet bubble of 2000 or the more recent Fed-induced tech bubble of 2021. We want to own world-class businesses, but only when they trade at a fair price relative to intrinsic value.
Our Planning Process
Financial planning provides a more comprehensive understanding of your current financial circumstances and the clarity necessary to manage your strategy toward longer term financial independence as well as how to best protect and maintain your wealth. At SAM, this process consists of six steps that the client and planner work together through.
Our Planning Process
Financial planning provides a more comprehensive understanding of your current financial circumstances and the clarity necessary to manage your strategy toward longer term financial independence as well as how to best protect and maintain your wealth. At SAM, this process consists of six steps that the client and planner work together through.
Define
Our planners will work with you to determine the scope of our relationship.
Gather
Our team will gather all of the necessary information.
Analyze
Our team will complete a detailed analysis of your financial situation.
Review
We will review your financial situation annually
Apply
We will work with you to apply the recommendations.
Develop
We will then develop an investment plan tailored to your needs.
Why SAM?
We are independently minded
We don't just follow the pack-and neither do our clients. We each pride ourselves on forging our own paths, remaining skeptical of the common consensus, and seeking out asymmetric opportunities.
We are customer centric
We proudly put our clients first, treating each as an individual. We're dedicated to crafting investment plans to fit their goals and personalities—and also delivering the service and information we'd want if our roles were reversed.
We are freedom empowering
We take care of our clients’ investments, so that they can enjoy what’s most valuable: their free time. Whether they want to spend more time with family, get out of the grind of managing investments, or simply do more of what they love, we're able to help.
We are performance focused
We create portfolios designed to help client’s reach their goals—and outperform over time. We take a disciplined, opportunistic approach to value, taking advantage of the best opportunities across all geographies, industries, and asset classes. Above all, we emphasize capital preservation and risk management.
What others are saying
"Ryan is a great advisor - knowledgeable, informed, and calm reasoning. I feel he is looking out for my best interests. I have been with SAM for over a decade and Ryan is the best advisor."
Paul Reboa
"Ryan and the team at SAM are fantastic. It can be difficult to find a wealth manager who truly understands and responds to your goals in an effective way and he is one of the best. Highly recommend."
Brad Woods
"Ryan at SAM is a true professional. He is very responsive regarding any questions I might have and is truly dedicated to me achieving all of my financial goals. I would recommend Ryan and Stansberry Asset Management to anyone.
Lawrence Cangelosi
These reviews represent the independent opinions of clients. They were not solicited, and no compensation, benefits, or other incentives were provided in exchange for this feedback
Contact Us
Let’s Work Together to Build The Portfolio You Need to Enjoy the Peace of Mind You Deserve
Ryan Walker is a Senior Wealth Manager with Stansberry Asset Management (SAM), an SEC-registered investment advisory firm known for its active investment strategies and holistic financial planning. Ryan serves clients across the Pacific Northwest through SAM’s Camas, Washington office. Learn more at StansberryAM.com
Office Locations
Camas, WA
2005 SE 192nd Ave.
Suite 200
Camas, WA 98607
© 2025 Stansberry Asset Management. All rights reserved.
Stasnsberry Asset Management ("SAM") is a Registered Investment Advisor with the United States Securities and Exchange Commission. File number: 801-107061. Ryan Walker is an Investment Advisor Representative of SAM. Such registration does not imply any level of skill or training. For more information on SAM, please visit IAPD - Investment Adviser Public Disclosure - Homepage (sec.gov).