Skip to main content
menu
  • Home
  • About Us
  • Who We Serve
  • Our Group
  • Join Our Group
  • Resources
  • Client Login
  • Contact
10 years celebration

COMPREHENSIVE PLANNING CENTERED ON
YOU AND YOUR FAMILY

Learn More

Business owners

FINANCIAL PLANNING FOR
BUSINESSES & CORPORATIONS

Learn More

High net worth clients on vacation

WEALTH MANAGEMENT FOR
HIGH-NET-WORTH CLIENTS

Learn More

About Us

Our Approach

Timeline

Our Model

Group Culture

Leading the Way

Who We Serve

Individuals / Families

Businesses / Corporations

High-net-worth Clients

Our Group

valley wealth group photo

Our Services

 

Retirement Planning

No matter what stage you’re at in your retirement planning journey, we’ll help guide you every step of the way.

 

Planning for Business Owners

Business owners represent a unique client group. Let’s explore tailored solutions that empower both your business and personal financial aspirations.

 

Estate Planning

You deserve guidance from an advisor who can help you navigate the complexities high-net-worth families face with estate planning.

 

401k Rollovers

Whether you’re retiring or changing jobs, you have options. Make informed decisions by working with one of our advisors.

 

Business Succession Planning

You keep growing your business. We’ll prepare you for unexpected occurrences and help you plan for the succession of your business.

 

Charitable Giving

Philanthropy is not only a noble act; it can also be a strategic move that complements your financial plans.

Quick Links

Home
About Us
Who We Serve
Our Group
Join Our Group

Contact Us

Headquarters:
3119 Chaparral Dr.
Roanoke, VA 24018
540-491-9883
Connect  

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC, The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

FINRA's Brokercheck

© 2025 Valley Wealth Group All rights reserved.