Time Flies...
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 markets will continue to fluctuate, regulatory changes will happen, and new forms will need to be signed. One thing that won’t change is our mission – providing the best client experience through our focused, individual, and holistic planning process.
Preserve Yesterday. Prosper Today. Protect Tomorrow.
