Valentine Wealth Management
Comprehensive Financial Planning
Goal Based Planning focused on providing comprehensive advice that ties your financial life together.
Tax Planning
What does Tax Planning even mean? Lowering you lifetime tax bill. Savings hundreds of thousands over the course of your lifetime is a significant value.
Investment Management
Modern Portfolio Theory and low cost ETF’s that avoid unnecessary risk and high management fees, which eat away at your earnings over time.
Estate Planning
We customize a plan for each client whether you want to leave some to kids, have charitable aspirations, or want to spend every penny.
Employee Benefits
We review your benefits guide each year and walk you through your options to maximize the benefits you get from your employer.
Insurance & Risk Management
Saving money is great but it needs to be protected, we review each insurance policy and provide insights to make sure you are protected.
How much extra does all of this cost?
Nothing, we are fee only. That means we charge one fee for ongoing management which includes all these services and more. No hidden fees or commissions, ever. Click the button below to find out for yourself!
About Us
Our Services
Who We Work With
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How are we different?
We are Fee Only - One transparent fee that you clearly see on your statements. No commissions or additional fees, ever.
We have a Maximum Cap on our Fee - That’s right, we max out our fees at $25,000 per year.
Why? At some point, we don’t agree with nickel and diming you for additional fees and still claiming our interests are aligned with yours. So rather than looking for a small additional return on speculative investments, how about you save that additional $15,000 you’ve been paying each year and then compound it along with our value. That’s a win-win.
We are available to our clients!
That’s right, you can call and talk to the same person you hired to begin with! We know the frustration of not being able to talk to a human. In fact, we plan to never have more than 60-80 ongoing clients at one time so that we can remain proactive and available for those that we have committed ourselves to.
We educate our clients.
Why? Our job is to assist you in making informed decisions related to your financial life, not making decisions on your behalf. It is a collaborative effort to build a plan that you are confident in and we want to be your partner in that.
Coordinating your Financial Team
Why? We can build the great plans, but if your will/trust, tax strategies, or insurance coverage don’t align then it’s all for nothing. We work proactively with CPA’s/Accountants, Attorneys, and Insurance Agents to make sure that nothing in your life is overlooked.
