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.
This year has been about building a solid foundation for our vision to become a reality. We have laid the groundwork and begun adding the services we feel have been missing from traditional financial planning. An obvious change has been in the client experience. Clients we have worked with for years are beginning to experience the focused, individual, and holistic planning process we have strived to provide all along. We have truly created an environment where their needs outweigh all else. There is a meaningful difference in the level of service provided and our clients' overwhelming approval has been the best reward.