Valenti Wealth Management
3 Forest Park Drive,
Our team develops comprehensive financial strategies for individuals and families, businesses, and nonprofit organizations, providing personalized advice and unparalleled personal service.
The call for greater transparency and personalization on the part of financial services providers continues to resound among individuals and organizations seeking to protect and grow family wealth and business assets.
Valenti Wealth Management was founded on the principles of integrity, independence, and transparency. Our founder, Joan Valenti, became registered with FINRA in 1982. She has 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.
(Picture from left to right: Lisa Morris- Vice President, Joan Valenti- Founder, and Francois Marquis-Vice President)
We Value You By:
Listening carefully to your needsIdentify options for your unique circumstancesGuide you 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