The Valente Group

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Fee Only

The Valente Group Wealth Management works with clients on a fee-only basis. Sal Valente, RFC, RICP was featured in the December 15th 2014 issue of Forbes Magazine as one of New York’s Finest Financial Advisors. This allows us to offer truly objective financial advice and align our goals with those of our clients – growing assets. Through our fee-only program we are able to adjust your investment portfolio without requiring you to pay us commissions. Most importantly, since annual fees are based on total assets under management, fee-only asset management ties our compensation directly to the performance of your account, thereby eliminating any conflicts of interest.

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Chart Your Course – Contact Us

Our Process

Financial Calculators

  • What will my investment be worth in the future?
  • What is my investment yield?
  • What is my future value worth today?
  • How much will my Traditional IRA be worth at retirement?
  • How much will I save by increasing my mortgage payment?
  • How much mortgage might I qualify for?
  • How much home can i afford?
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Comprehensive Financial Planning

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    Primary: (866) 679-3258
    NYC: (212) 500-1175

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    The Valente Group
    • Home
    • About
    • Why Choose Us?
      • Fee Only
      • Independent
      • Fiduciary
      • Knowledge
    • Our Process
    • Our Clients
    • Media/News
      • Shared Vantage Point Distinguishes Advisor’s Client Relationships
      • Taming Retirement’s Most Complex Issues
    • Contact