Our Services

Because of our independence and professional relationships, Valley Wealth Management offers wealth management strategies that are tailored for our clients' unique circumstances. Unlike traditional Wall Street brokerage firms, we have no proprietary financial products or house brands. This enables us to be objective and help eliminate potential conflicts of interest. As an independent wealth management firm, we are accountable only to you.


Retirement Planning and Beyond

Custom Portfolio Management

Corporate Retirement Plans

Risk Management and Asset Protection

Investment Consulting

                   College Planning                   

Business Succession Planning

Charitable Giving

Legacy Planning

Medicare and Long Term Care Planning

Family Support Issues

Media Noise Reduction