Our team develops comprehensive financial strategies for individuals and families, business and nonprofit organizations, providing objective advice and unparalleled personal service.
Welcome to Valenti Wealth Management
The call for greater transparency and objectivity 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 an independent practice 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. 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.
Our clients trust 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 independence, personal service and tradition of offering trusted guidance. Learn more
Pursue your life goals with our comprehensive and flexible web-based wealth and goal planning tool.
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