Valenti Wealth Management, LLC of Farmington

Valenti Wealth Management, LLC of Farmington is a wealth management firm in Farmington, CT, located at 3 Forest Park Drive. The practice provides personalized financial strategies for individuals, families, businesses, and nonprofits. Specialized services include retirement planning, tax planning, risk management, asset management, legacy and estate planning strategy, and education planning.

The firm utilizes a total wealth management approach that incorporates WealthVision software to provide clients with a single access point to securely view all financial accounts and insurance coverage. Their services include fee-based financial planning and asset management, where investment portfolios are constructed following an extensive analysis of risk tolerance, investment objectives, and time horizons. The firm operates with an independent perspective powered by LPL Financial, granting access to innovative technology and top industry research without endorsing proprietary products. The team includes Founder and Senior Financial Consultant Joan M. Valenti, CFP; Vice President and Senior Financial Consultant Francois Marquis, MBA, CFP; Associate Financial Consultant Michael Samoska, CFP, AIF, APMA; Senior Client Relationship Manager Lori Simoncelli; and Client Contact Manager Marie Davis.

The advisors emphasize collaborative guidance, involving clients in every step of the wealth-building and preservation process. They serve clients at various life stages, from near-empty nesters preparing for retirement to those navigating life after a death. The team is actively involved in the Farmington community, supporting the Farmington Food Pantry, participating in nonprofit fundraising efforts, and serving on local boards, including the Advisory Board of Northwest Community Bank and the Retirement Board of Directors for the Town of Farmington.

Valenti Wealth Management has been recognized as a Forbes Best-In-State Wealth Advisor for six consecutive years: 2020, 2021, 2022, 2023, 2024, and 2025. This ranking, developed by SHOOK Research, is based on an algorithm weighing factors such as client retention, industry experience, compliance records, and qualitative due diligence interviews. The firm’s reputation for client satisfaction stems from its established investment approach, team collaboration, and strict code of ethics.

Valenti Wealth Management, LLC of Farmington delivers independent, collaborative financial planning to help residents in Farmington, CT, manage and preserve their assets.

Valenti Wealth Management sits on Forest Park Drive, roughly a tenth of a mile from Farmington Avenue. The office is also about a mile from Devonwood Subdivision Open Space.

BizScoreAI awarded the business a Technical score of 85 out of 100, which ensures the website is secure and readable by search engines. The firm also received a Discoverability score of 75 out of 100, allowing AI crawlers to access every page so the business can be recommended by AI assistants.