Our Independence Is Your Advantage

At Valenti Wealth Management we recognize the importance of our fiduciary responsibility to provide you with prudent investment management and objective advice. As an independent advisory firm, we focus solely on serving your needs and acting in your interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

We have access to many investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest. Instead, we spend our time developing customized strategies for the unique challenges you face which serves to keep your interests in focus at all times.

We contract with LPL Financial, the nation’s largest independent broker/dealer,* for a broad range of operational and custodian services, including the generation of client account statements, access to industry-leading technology and trade clearing services. LPL Financial offers one of the industry’s largest open-architecture, nonproprietary investment platforms.

LPL Financial provides a comprehensive array of tools and resources to independent financial advisors and registered investment advisors, enabling firms like ours to focus on providing you with the objective financial guidance, sophisticated investment strategies and personal service you seek from your advisors.

* As reported by Financial Planning magazine, June 1996–2016, based on total revenue.

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