The Valente Group

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Independent

As a registered investment adviser, The Valente Group Wealth Management has fiduciary duty to all clients. It is our responsibility to provide fair and full disclosure of all material facts and act solely in the best interest of each of our clients at all times. We have no “hidden agenda” or drive to sell any particular financial product. As an independent Registered Investment Advisory firm we have no sales quotas, receive no third party incentives or have any other outside pressures to cause our mutual goal of growing your wealth to become misaligned. The Valente Group Wealth Management offers no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective, and unbiased investment research.

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