Our Services

One of the innovative tools we use to help you understand your finances is WealthVisionSM, sophisticated software that gives you a single access point to securely view all of your financial accounts and insurance coverage.

Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time.

You require sophisticated and attentive asset management to better position your portfolios' total returns in light of your risk tolerance. We construct each investment portfolio after an extensive analysis of your risk tolerance, investment objectives, and time horizon.

Valenti Wealth Management specializes in helping clients work towards their retirement goals. Whether you are in the accumulation phase or have already retired, a sound strategy is critical

Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift, and various state, excise, and sales taxes can take a real toll on your wealth. Our team of experienced professionals can help coordinate the various aspects of your financial plan.

Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning. Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaluates all potential risk factors.

Long-term care insurance can help manage healthcare costs and reduce the impact of inflation while ensuring your healthcare needs, and those of loved ones, are covered well into the future.

Charitable giving can provide tax benefits for you and your heirs. A full assessment of the short and long-term tax and estate planning implications is conducted to help you pursue your wealth management objectives.

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

Whether you’re paying tuition costs now or saving for a future goal, it’s important to ensure that your education strategy is compatible with achieving your retirement income and related financial objectives.