VALENTI WEALTH MANAGEMENT

www.valentiwealthmanagement.com

VALENTI WEALTH MANAGEMENT, LLC is a financial services company based out of 3 Forest Park Drive, in Farmington, Connecticut. Our Financial Consultants deliver customized services that address your unique, comprehensive financial needs. To accomplish this, we incorporate a total wealth management approach that features: WealthVision Fee-Based Personal Financial Planning Asset Management Retirement Planning Tax Strategies Risk Management Solutions Long-Term Care Education Planning Estate Planning Legacy Planning and Charitable Giving At Valenti Wealth Management we understand that managing wealth can be complex and time consuming. We help simplify the demands that accompany affluence, providing you with a clear, confident path to follow as you pursue your goals. By incorporating retirement and estate planning, tax strategies, and risk management, we help you reach the specific milestones we establish together to keep your short- and long-term goals on track. Best of all, this enables you to devote more time to the family, business and personal endeavors you enjoy.

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VALENTI WEALTH MANAGEMENT, LLC is a financial services company based out of 3 Forest Park Drive, in Farmington, Connecticut. Our Financial Consultants deliver customized services that address your unique, comprehensive financial needs. To accomplish this, we incorporate a total wealth management approach that features: WealthVision Fee-Based Personal Financial Planning Asset Management Retirement Planning Tax Strategies Risk Management Solutions Long-Term Care Education Planning Estate Planning Legacy Planning and Charitable Giving At Valenti Wealth Management we understand that managing wealth can be complex and time consuming. We help simplify the demands that accompany affluence, providing you with a clear, confident path to follow as you pursue your goals. By incorporating retirement and estate planning, tax strategies, and risk management, we help you reach the specific milestones we establish together to keep your short- and long-term goals on track. Best of all, this enables you to devote more time to the family, business and personal endeavors you enjoy.

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State

Connecticut

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City (Headquarters)

Farmington

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Employees

1-10

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  • President of Valenti Wealth Management , Senior Financial Consultant at Lpl Financial

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Consultant

    Email ****** @****.com
    Phone (***) ****-****

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