Meet The Team

We are a team of dedicated individuals committed to adding value to our clients’ and team members’ lives.

Walter E. Bak, Esq. Founder, Investment Adviser Representative

Walter Bak has been living and practicing law in his hometown of Northampton, Massachusetts, since 1983. He focuses on the areas of financial and estate planning, specifically dealing with issues as they relate to income planning, tax-efficiency, probate and estate administration, Medicaid and elder law.

Prior to receiving his Juris Doctor from Oklahoma City University Law School in 1983, Walter was a member of the Moot Court Honor Society, Appellate Advocacy Division. He is also a graduate of Northeastern University.

Walter is an Investment Adviser Representative and a licensed insurance professional. He has passed the Series 65 securities exam and also holds a real estate broker’s license. He also focuses on IRAs, 401(k)s, 403(b)s, 457 pensions and other retirement accounts. He is also well-versed in the tax implications of qualified retirement income planning.

Many of Walter’s clients are close to retirement or have recently retired. Walter works on helping those who are seeking income planning and trust-based estate planning with the goal of implementing guaranteed income for life while using tax-efficiency strategies, probate exposure and risk of Medicaid reimbursement.

Walter is a well-known benefactor to local charities and believes it is important that everyone to give back to their community whenever possible.

Estate planning services and insurance products are offered through The Law Office of Walter E. Bak. The Law Office of Walter E. Bak is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer estate planning services or insurance products. The estate planning services and insurance products offered by The Law Office of Walter E. Bak are not subject to Investment Advisor requirements. AEWM and The Law Office of Walter E. Bak are not affiliated companies.

Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier.