Valley Wealth

We turn INFORMATION into INSIGHT

There is no lack of information available on the financial markets.  Whether it be over the internet, in magazines, or on the financial news networks, we all get 24/7 information.  But what can we do with this bombardment of data?  Valley Wealth, Inc. filters out the garbage and brings you the specific content that matters.  Based on your personal objectives we will customize an action item list that incorporates the most relevant information to your situation.  With us, you don’t have to worry about “too much information…” because we focus on insight.  Modern Thinking…Old-Fashioned Service is our slogan and you’ll soon see why.

 

Registered Investment Advisor (RIA) -- A Different Business Model

In order to provide a breadth of services to our unique clientele, our business is established under a model that is not found in the world of the brokerage industry.  We have established our practice as a Registered Investment Advisor (RIA) to become a fully independent entity, unaffiliated from other companies in our industry, and free from inherent conflicts of interest.  We do not accept commissions or any hidden compensation.  We are up front, honest, and willing to answer all of your questions.

 

You Will Work With a CERTIFIED FINANCIAL PLANNER™

Our company is obligated both ethically and legally to put clients' needs in front of our own.  Every client relationship is treated with the utmost respect, and no corners are ever cut with the thought of making a high commission if one product were recommended over another, because we do not even accept investment-related commissions. The majority of financial service companies in our area do not hold themselves out to the public with as high of a moral promise.  Our principles are formed from those that have been set by the Certified Financial Planning Board of Standards.  These include:  1) Integrity, 2) Objectivity, 3) Competence, 4) Fairness, 5) Confidentiality, 6) Professionalism, and 7) Diligence

 

Valley Wealth, Inc. Connects You to a “Financial Brain Trust”

In our business, the opportunity to buy a stock or mutual fund is not where we can add value to your life.  There are a number of businesses that will allow you to trade those investments at a very low cost.  We specialize in bringing unique, insightful ideas to wealthy individuals and families.  These "outside of the box" ideas allow our clients to benefit from our efforts to build and protect their existing wealth.  We can do this because of two interrelated factors:  1) Our unique training and experience while working for two major Wall Street firms, and 2) Our relationships with expert professionals such as Estate Planning Attorneys, Tax Specialists, Insurance Analysts, and Real Estate Advisors throughout the country.  Together, we combine our intellectual capital to determine the best financial strategies to achieve our clients' goals and objectives.

 

Valley Wealth, Inc. Cares About Absolute Returns, not just Relative Returns

If you just found out that your portfolio was down 10% over the last two years, and your financial advisor says “you should be happy” because you are beating the overall market by 2%, you should fire your financial advisor.  Look, losses happen.  Especially over short time horizons.  But the longer you invest with someone that is telling you are doing well “relatively speaking,” the longer it will take to make up those losses.  Valley Wealth, Inc. cannot guarantee against losses, but we will guarantee that you will get Modern Thinking and attention paid to you and your money. Click here to learn more about Consistent Return