We Are In This Together

During this period of ongoing uncertainty, please rest assured that we are here for you and your loved ones. Being part of the Valenta Capital Management family means we help with more than just your finances, so reach out to any of our team members directly if you have questions, concerns, or just need someone to listen. We will navigate this together.

Your Financial and Physical Health in One Place

Your financial and physical wellbeing are our top priorities, both now and in the future. To get the most value out of your meetings with us, we are recommending you visit our office location where we are taking every precaution to prevent the spread of COVID-19. Continue reading for a detailed breakdown of the specific measures we are taking to protect both you and our staff.

Protocol for In-Person Meetings

Our front doors remain locked at all times to limit the number of individuals who step inside our office. Upon entering, you will be greeted by our client relationship receptionist who will be wearing a face mask. Hand sanitizer and face masks are available upon your request. After being led into our conference room you can sit back and relax, knowing that the entire room has been wiped down with antibacterial wipes and that our newly installed hospital-grade air purifiers with HEPA filtration are continuously cleansing the air, eliminating viruses and threats.

After sanitizing their hands and putting on a fresh face mask, your financial advisor(s) will meet with you as scheduled. If you have any additional requests pertaining to your health and safety, please let us know and we will do everything we can to make you comfortable.

Virtual Meetings

To keep our services accessible to everyone, we are also offering Zoom meetings to those who feel most comfortable staying at home.

After setting up an appointment with someone on our team, you will receive a follow-up email with your meeting link and other important information. Visit www.Zoom.com for more information.

Book a Meeting Today

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