Two years ago, we made the necessary changes to keep our clients as the focus of our business model by forming Valley Wealth Group. As we celebrate the 2nd Anniversary of Valley Wealth Group, we are proud of what we’ve accomplished. The size of our team has doubled with the addition of Michael Blanchard, Andrew Schenker, and George Wootten. We know change is inevitable – just think of all the changes in your own life over the past two years. The...
Valley Wealth Group was founded with a vision of how the relationship between a client and their advisor should be. Having worked at a large investment firm, a national bank, and most recently a community bank, we have been anxious to find a place where the needs of the client outweigh all else, so we decided to create one.