Valenti Wealth Management
3 Forest Park Drive,
An Independent Perspective
Through independent advice and dynamic personal service, we focus on serving your needs and acting in your interest.
Bull and Bear Go To Market
Preparation is the Key to Retirement
At Valenti Wealth Management, we recognize the importance of our financial professionals' fiduciary responsibility to our advisory clients. We strive to provide you with prudent investment management and personalized advice. Through independent advice and dynamic personal service, we focus on serving your needs and acting in your interest. This provides you with the confidence you seek to pursue financial success on your terms.
Powered by LPL Financial, we have access to innovative technology and top industry research. We don’t endorse proprietary products, which means we are free to provide you with personalized strategies. Because of our established investment approach, team collaboration, and strict code of ethics, we have earned a reputation for client satisfaction.
LPL Financial is 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 personalized financial guidance, sophisticated investment strategies, and personal service you seek from your advisors.
* As reported by Financial Planning magazine, June 1996–2022, based on total revenue.