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Welcome to Valenti Wealth Management

Our team develops comprehensive financial strategies for individuals, families, business and nonprofit organizations, providing personalized advice and dynamic personal service.

With a focus on wealth accumulation and preservation of that wealth from generation to generation, Valenti Wealth Management can help you gain confidence in your financial future.

Valenti Wealth Management was founded on the principles of integrity and transparency. Our founder, Joan Valenti, became registered with FINRA in 1982. She established Valenti Wealth Management seeking to ensure her clients benefit from the confidence and clarity that comes with knowing their best interests are at the core of every decision made.

Today, Joan leads an experienced team that specializes in helping clients pursue their retirement goals and distribute their assets in a tax-efficient manner. 

Our clients value us to:

Listen carefully to their needs
Identify options for their unique circumstances
Guide them along the path to financial well-being

At Valenti Wealth Management we strive to build long-term partnerships. We keep you informed of market fluctuations that can impact your short and long-term goals as we guide you through the changes and challenges that accompany each stage of life. 

As a client of ours, you will benefit from our independent perspective, personal service, and tradition of offering qualified guidance. Learn more