VALENTI WEALTH MANAGEMENT
Financial Services - Farmington, CT, US
VALENTI WEALTH MANAGEMENT Employees
Joan Valenti
President, Valenti Wealth Management; Senior Financial Consultant, LPL Financial
VALENTI WEALTH MANAGEMENT Details
VALENTI WEALTH MANAGEMENT, LLC is a financial services company based out of 3 Forest Park Drive, in Farmington, Connecticut. Our Financial Consultants deliver customized services that address your unique, comprehensive financial needs. To accomplish this, we incorporate a total wealth management approach that features:WealthVisionFee-Based Personal Financial PlanningAsset ManagementRetirement PlanningTax StrategiesRisk Management SolutionsLong-Term CareEducation PlanningEstate PlanningLegacy Planning and Charitable GivingAt 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.
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