Walter Schacht,
CFP®, ChFC®
Senior Vice President
Wealth Advisor
Truist Bank
801 Laurel Oak Drive
2nd Floor,
Naples, FL 34108
About me
Background
As a Truist Wealth Advisor, Walter ignites families’ financial well-being, crafting tailored, constructive plans with Truist’s elite resources to help fuel their dreams. He helps guide business owners and executives to vibrant, portfolio-focused lifestyles and supports women navigating family finances amid loss or dementia, handling with dignity and peace. For Florida newcomers, he forges strong financial roots. With 27 years in finance, a BBA, MBA, CFP®, ChFC, and Series 6, 7 registrations and Florida Life Insurance licenses, Walter is a seasoned advisor that champions foster care and veterans with PTSD.Education
Personal Interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Top-notch service delivery and support for the private banking needs of business-owners
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Recommended Resources
Market Navigator November 2025 edition
Our monthly Market Navigator provides regular and timely economic and investment strategy views.
Market Navigator November 2025
Our monthly flagship publication is packed full of timely economic and investment strategy views.
Market Pulse November 3, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – November 3, 2025
Market views heading into the week of November 3, 2025 highlight what we're watching and important news ahead.
Economic Data Tracker Fed lowered rates again in October, but it likely won’t be the savior for housing
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker – October 31, 2025
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of October 31, 2025.