Valley Wealth Group

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. Our Services As a Valley Wealth Group client, you will receive personalized attention and advice from a dedicated group of professionals who will get to know you and your family while creating a plan to help you accomplish what is most important to you. We will walk you through the planning process at your pace. In the end, we will have helped you establish a clear plan and have provided you with the confidence needed to feel more secure about your future and the financial future of your family. Planning and financial services include: In depth investment analysis and asset allocation plan Retirement Planning Strategies Retirement Income Strategies Estate Planning Mutual funds, ETFs, and Individual Securities Business Succession Planning 529 qualified tuition plans Life insurance Long-term care and Disability Insurance Employer sponsored retirement plans

Address: 2965 Colonnade Dr, STE 310 Roanoke, VA 24018 United States

Phone: +1 540 491 9883
FAX: +1 540 491 9670