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At Valley Wealth Management, we spend time and energy determining if “the fit is right.” It is important for us to enter into an advisory relationship with individuals for whom we are an ideal fit and with whom we can cultivate a life-long partnership. 

We expect potential clients to evaluate Valley Wealth Management to determine that they have a financial quarterback they can trust, and we use several criteria to assess whether we are the best fit for a potential client. 

We have found that clients who derive the greatest value from our services are those who have a minimum of $250,000 in investable assets, or the ability and desire to attain that level within a short period of time.  They are willing to utilize technology as a resource but have no interest in doing our jobs.  

We are most helpful to and fit best with clients who share our values and traits: honesty and transparency, strong core values with conservative beliefs, loyalty and appreciation, trust in each other once that trust is earned, a sense of humor, and a general zest for life. 

Our clients are also enthusiastic about referring friends and family who may have similar economic circumstances, needs and belief


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member /


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