Partner With Valenta to Put Your Future Dreams Into Motion
We are a close-knit, multigenerational team dedicated to helping you navigate and prepare for your financial goals. With a Valenta advisor, you gain a sounding board, an empathetic ear, and an experienced professional to help plan for your family’s dreams and changes along the way. We are committed to helping you achieve successful financial outcomes and have confidence in your retirement savings strategies.
Established in 1998, Valenta Capital Management is a comprehensive financial services firm based in north Denver, Colorado. The company is led by Michael Valenta who has three decades of experience with corporate retirement plans and financial planning. Michael’s son, Colby, joined as vice president in 2012 and along with our team of professionals, continues our legacy of providing businesses and individuals with trusted financial guidance. Our advisors craft custom financial plans and provide tailored asset management for clients who are actively saving for retirement or are in retirement.
Our 401(k) management department has over twenty years of experience establishing and servicing corporate retirement plans. We provide a holistic consulting approach to help plan sponsors reduce liability risk and optimize their 401(k) program. Our proactive service model allows us to help reduce fiduciary liability and improve retirement outcomes.
Here are a few of the folks working hard for your future
Michael J. Valenta
Michael J. Valenta
Michael J. Valenta is the founder of Valenta Capital Management. Mike has more than 28 years of experience in the retirement services industry and over this time, has been working with family business owners, professionals, and high-net-worth individuals. Mike brings valuable insight into optimizing and structuring retirement programs consistent with a broad cross section of corporate objectives. He also delivers high-quality wealth management and financial planning to his individual clients.
Mike is married to his high school sweetheart, Paula, and has four boys – Benjamin, Graham, Colby, and Max. Mike also enjoys hunting, fishing, and the occasional round of golf.
Colby has been with the firm since 2012 and focuses on developing holistic financial plans that address the unique needs and goals of each individual client. He also focuses on interacting and supporting clients that are participating in established retirement plans and brings them valuable insights by enhancing and supporting their financial goals.
Colby is married to his high school sweetheart, Chelsea, and have three sons, Abraham, Arthur, and Archie, and a Goldendoodle named Walter. Colby enjoys long runs with his wife, watching Chelsea F.C., and cheering on his beloved Colorado Buffaloes.
Nikki has over 15 years of experience in financial services. She provides leadership for our operations team and works closely with our advisors to direct, manage, and oversee business strategy for the firm, ensuring an exceptional experience for each and every client.
Nikki is married to Dan and has two kids in college. Outside of work, she loves to escape to the mountains to go camping and hiking, and will jump at the chance to travel just about anywhere in the world.
In his role as retirement planning strategist, Drew is responsible for servicing plan sponsors in the administration of their retirement plans on a day-to-day basis. He also assists plan participants with questions they may have regarding their retirement plan accounts.
Outside of work, you can find Drew in the mountains – — he is an avid skier in the winter and enjoys hiking in the summer. He enjoys watching the Minnesota Timberwolves and cheering on the Kansas Jayhawks.
Lori has 20 years of experience in the retirement services industry. Lori facilitates client communications, acts as a client advocate, and processes client documentation. She interacts with mutual fund sponsors, broker-dealers, and investment banks with regards to client trades and related financial issues. Lori focuses on providing excellent service to each client and their individual needs.
Lori has two daughters, Amanda, and Chelsea, and two grandchildren, Dylan, and Matix. Outside of the workplace, Lori enjoys hunting, fishing, and spending time with her family.
Allison is one of the first points of contact for everyone that contacts Valenta Capital. She assists with scheduling appointments and preparing clients for appointments with our firm. Allison is passionate about learning how we can serve each client and make them feel part of our family.