Broker Check

Advantages of an Independent Perspective

At Valenti Wealth Management, we recognize the importance of our financial professional's 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.

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

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.