Valence Wealth

Overview

Valence Wealth is organized as a limited liability company that positions itself as a fee-based advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm reports a fixed-fee pricing model and lists selection of other advisers among its advisory activities, which indicates it can engage sub-advisers or outsource portions of portfolio management. Valence Wealth is identified as a capital allocator and has an industry affiliation with an insurance company. It does not market itself as an active ESG investor and is not flagged as a multi-state adviser or pension consultant.

Assets & Accounts

Location & Offices