Holistic Financial Planning
The team of advisors at Valenta Capital Management specializes in designing wealth growth, preservation and legacy plans that address the unique needs of families and business owners. Our desire is to inspire clients to act with confidence, organization, commitment, and discipline in designing and implementing their desired plan of action.
Today’s challenging financial climate makes the need for comprehensive, professional planning advice ever more compelling. We define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services.
Recognizing that this relationship is a process rather than an event, we create personalized programs tailored to each client’s specific goals and objectives. We are committed to providing personalized service to help our clients realize their goals and to pass on the fruits of their success to those they love.