Our Team

Robert grew up watching his father build this business and was taught to save early and dream big. By 9 years old, he scraped together enough allowance money and revenue from lemonade stands to buy into his first mutual fund. Like many kids from New England, he had dreams of one day playing quarterback for the Patriots. Unfortunately for Robert, that didn’t pan out, but the Patriots seem to have succeeded just fine without him.

Robert began his career in finance in 2004 and joined Granite State Wealth Management in 2009. He graduated with honors from the University of New Hampshire with a Bachelor of Science in finance and economics and completed an Advanced Study in Financial Planning at Merrimack College. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and is fully licensed to provide his clients with the independent and objective advice they need and deserve.

Robert & his wife Lauren live in Greenland, NH with their two daughters, Ellie & Sadie and their two dogs Teddy & Louie. The Walczak family enjoys spending time outdoors, traveling, and watching timeless Disney classics where they can sing all the words. In his spare time, Robert enjoys training for various endurance events. He is a proud finisher of the Ironman Triathlon and the Boston Marathon.

Robert feels blessed beyond words to be part of a family business with such a great group of clients. Every day he draws great satisfaction from helping his clients protect what they have worked so hard to achieve.

Robert's acquired industry registrations and certifications include:

• CERTIFIED FINANCIAL PLANNER™ professional

• Accredited Investment Fiduciary^® (AIF^®)

• FINRA Series 6, 7, 63, and 66*

• Investment Adviser Representative

• Life, Health, and Variable Life Insurance License

*Offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Granite State Wealth Management or CES Insurance Agency.

 

 

We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients. As of December 31, 2022, Commonwealth manages total account assets of $242.9 billion.

Independent, just like us
Commonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients—not shareholders. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.

How Commonwealth helps us help you

J.D. Power ranks Commonwealth Financial Network "#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 10 Times in a Row."1 But it’s what that achievement means for our clients—on a daily basis—that makes the difference. 

1Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, 2018–2023 U.S. Financial Advisor Satisfaction Studies. Presented on July 5, 2023, for December 2022 to April 2023, it is based on responses from 4,183 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It’s that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.

• Choice. Through Commonwealth, we have access to robust, independent market research, financial planning expertise, and a wide universe of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.
   
• Service. The firm’s advisor-to-staff ratio is one of the best in the industry2. This means staff members answer our calls promptly, execute transactions quickly and accurately, and, in general, offer our firm the same highly personalized treatment we strive to give you.
   
• Technology. Commonwealth’s technology platform is a critical component in our ability to keep you on track with your financial goals. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial life.
   
• Security. Commonwealth is second to none in its commitment to safeguarding your privacy and ensuring that your personal data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information our clients entrust us with will remain secure.

Committed to helping those in need
Commonwealth’s commitment to service doesn’t end with its advisors and their clients. For more than four decades, the firm has been dedicated to serving the communities where its employees and affiliated advisors work, live, and visit. Its charitable foundation, Commonwealth Cares, works to provide contributions of time, talent, and financial support to a wide range of philanthropic causes. That kind of dedication to the greater good is just one more reason we’re proud to be affiliated with Commonwealth.

If you'd like to know more
We’d be glad to talk with you further or answer any questions you may have about our affiliation with Commonwealth. Just ask!

2Based on the number of producing advisors as of December 31, 2022, when compared to competitor metrics published by InvestmentNews and FA Mag.

While he may not participate in major financial decisions, Teddy is a valued team member and official office dog. He has been named employee of the month, every month, for the last six years. Teddy recently turned 10, but still looks and acts like a puppy. He is 13 pounds of hypoallergenic hair and love.

Teddy used to spend most days at the office, making our clients and staff feel more at home. He now spends most days at home, barking at anyone or anything that walks by or makes a sound. He loves peanut butter and squeaky toys, as well as long walks to anywhere. Teddy currently manages our internship program and oversees all leadership and development training.