The Valent Wealth team utilizes a highly disciplined approach to asset allocation and long-term wealth accumulation. Through the continuous pursuit of financial academic theory and the application of empirically tested academic investing science principles, they are committed to creating a profoundly meaningful and rewarding investing experience where families can access financial peace of mind.
| Website | http://valentwealth.com |
| Employees | 14 (10 on RocketReach) |
| Founded | 2023 |
| Phone | +1 800-398-1904 |
| Industry | Financial Services |
| Keywords | Wealth Management, Financial Advisor, Asset Allocation, Investment Strategy, Portfolio Management, Retirement Planning, Wealth Accumulation, Long Term Investing, Financial Planning, Estate Planning, Investment Management, Tax Optimization, Risk Management, Capital Preservation, Financial Consultant, Wealth Preservation, Investment Advisor, High Net Worth, Private Wealth, Financial Services |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, Northwestern Mutual, Merrill Lynch, Edward Jones, T. Rowe Price, Betterment, Wealthfront, Personal Capital +43 more (view full list) |
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Valent Wealth Questions
10 people are employed at Valent Wealth.
Valent Wealth is based in Bethesda, Maryland.
Top Valent Wealth Employees
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Nick Winters
Financial Advisor at Valent Wealth
Scottsdale, AZ, US1 -
Kristin Niedermeyer
Financial Advisor at Valent Wealth
Vancouver, WA, US22 -
Dillon Szmala
Financial Advisor at Valent Wealth
Rochester, NY, US12 -
Chad McMains
Principal at Valent Wealth
Bentonville, AR, US21 -
Justine Perdomo
Financial Advisor at Valent Wealth
New York, NY, US12 -
Cosmo Ricp
Financial Coach at Valent Wealth
New York, NY, US35+ -
John Perog
Financial Advisor at Valent Wealth
Albany, NY, US -
Nicole King
Client Relations Manager at Valent Wealth
Pittsburgh, PA, US25+
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