VALTA Advisor Services helps financial professionals build a business that serves their lives with our comprehensive values-based planning approach to help their clients live a life of significance. Our team of subject matter experts collaborates together through a checklist-driven meeting process in order to provide clients with a robust deliverables platform so that advisors have more free time to cultivate meaningful and compelling client relationships. For Financial Professional Use Only. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Valta are not affiliated.