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Personalized Financial Services

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Joan is a Six-year Five Star Wealth Manager winner

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under
management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2017 Five
Star Wealth Managers.

Joan was recognized by Barron's in 2016 and 2017 as one of "America's top 1,200 Advisors: State by State"


Barron's America's top1,200 Advisors: State By State is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Life Planning Strategies
For the Way You Live Today…

At Valenti Wealth Management we understand that managing wealth can be complex and time consuming. We help simplify the demands that accompany affluence, providing you with a clear, confident path to follow as you pursue your goals. By incorporating retirement and estate planning, tax strategies, and risk management, we help you reach the specific milestones we establish together to keep your short- and long-term goals on track. Best of all, this enables you to devote more time to the family, business and personal endeavors you enjoy.

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…and the Tomorrow You Envision

To help you live the life you desire, Valenti Wealth Management provides a wide range of comprehensive financial services and strategies. Our goal is to ensure that we help you take advantage of evolving opportunities by strategically managing and protecting your assets in any market environment. Learn more about our broad range of services and strategies designed to support today’s lifestyle and tomorrow’s goals.

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