Valenti Wealth Management, LLC of Plainville

Valenti Wealth Management, LLC is a wealth management firm in Plainville, CT. The firm provides personalized financial strategies for individuals, families, businesses, and nonprofits, specializing in retirement planning, tax planning, risk management, asset management, education planning, and legacy and estate planning strategy.

The team focuses on helping clients manage and preserve assets through an independent perspective and collaborative guidance. Powered by LPL Financial, the firm utilizes innovative technology, such as WealthVision software, to provide a single access point for viewing financial accounts and insurance coverage. Their approach includes constructing investment portfolios based on an extensive analysis of risk tolerance, investment objectives, and time horizons. The professionals at the firm are also actively involved in the local community, supporting the Farmington Food Pantry and serving on various local boards.

Located on Forest Park Drive, the office is situated near the Greene-Hills School and the Pequabuck River. The business is a short drive from Peck Park and the Forestville Post Office.

The firm maintains well-documented business information available online, ensuring their details are easily accessible.

Valenti Wealth Management, LLC provides dedicated financial planning and asset management to help residents in Plainville, CT, achieve their long-term financial goals.