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Valenti Wealth Management

3 Forest Park Drive,

Farmington, CT 06032


Client Centered

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax breaks could potentially increase your ability to give. You might consider a more strategic approach to charitable giving, possibly as part of your year-end tax planning.

A full assessment of the short and long-term tax and estate planning implications is conducted to help you pursue your wealth management objectives.

For more information on charitable giving and possible tax benefits, check out the following blog: "Tis the Season for Tax-Friendly Giving Strategies"