Valenti Wealth Management, LLC
At Valenti Wealth Management we understand that managing wealth can be complex and time consuming. We help simplify the demands that accompany affluence, providing you with a clear, confident path to follow as you pursue your goals. By incorporating retirement and estate planning, tax strategies, and risk management, we help you reach the specific milestones we establish together to keep your short- and long-term goals on track. Best of all, this enables you to devote more time to the family, business and personal endeavors you enjoy.
At Valenti Wealth Management our mission and our promise is to help you grow and protect your assets by providing caring, personal service, in-depth knowledge and objective financial strategies. We deliver on this promise every day through our: Independent perspective As an independent firm, we have access to innovative technology and top industry research. We don’t endorse proprietary products, which means we are free to provide you with objective strategies. You can expect us to keep you informed of market opportunities through ongoing communication and educational and financial seminars, and address your needs throughout your entire life-planning process. This highly responsive level of service provides the foundation for building a lasting relationship with you and your loved ones. Trusted guidance We involve you in every step of our wealth-building and wealth-preservation process. During this collaborative process, we passionately guide you through important milestones in your life, such as funding your children’s education, planning for retirement, accumulating wealth and protecting your family’s assets.
Address: 3 Forest Park Drive, Farmington, CT 06032, USA
Phone: +1 860 677 7790
FAX: +1 860 677 6979
