Master your finances, secure your future: Get an income plan tailored to your goals, minimize tax burdens, and achieve your retirement dreams. We create comprehensive strategies for a life you love.
What We Do
What We Do
Are you a business owner or plan sponsor looking for an agent who can help make your 401k plan everything you and your employees need?
How about a 401k participant who wants to understand their investment, rollover, or contribution options?
Our CareMore Approach™ means we have the answers for you.
What We Do
We craft investment portfolios that match your risk profile, while seamlessly integrating other solutions like insurance for long-term care and death benefits. Your financial journey is unique, and our customized approach ensures you reach your goals with peace of mind.
How can we help?
Individual Clients
Are you a current or future client looking for account resources, the Valenta Capital Financial Planning process, or general information?
401k Participants
Looking for more information on your options for your employer-sponsored retirement plan?
Plan Sponsors
Are you a business owner who wants to know more about how Valenta Capital supports you and your team for your 401k plan needs?
Do you have confidence in your financial strategy?
You are unique and so are your needs. That means you and your family deserves a personalized approach. At Valenta Capital Management, we strive to craft custom income and retirement strategies tailored to your risk tolerance, goals, and dreams.
Here’s how we empower you:
- Clarity: We work with you to clearly define your vision and map out a roadmap to achieve it.
- Tailored Solutions: Our team of experts creates personalized plans that align with your income, taxes, and retirement aspirations.
- Ongoing Support: We don’t leave you alone. We’re here to answer questions, monitor progress, and adjust your plan as life evolves.
Don’t wait to build a future you love.
401(k) Simplified: Empower Your Employees, Focus on Your Business with Valenta Capital
For Businesses
We specialize in facilitating and managing custom retirement plans that perfectly align with your company’s needs.
Here’s how we help:
- Expert Design: Our team of retirement specialists crafts tailored plans that attract and retain top talent, considering your company size, industry, and employee demographics.
- Seamless Administration: We handle the day-to-day tasks, including compliance, vendor management, and reporting, freeing you to focus on running your business.
- Employee Engagement: We provide comprehensive education and enrollment support to ensure your employees understand and actively participate in the plan.
- Ongoing Support: Our dedicated team is always available to answer questions and address concerns, guaranteeing a smooth and stress-free experience.
Invest in your employees’ financial security and your own peace of mind. Partner with Valenta Capital and unlock the power of a simplified, effective retirement plan.
CareMore™ Approach
We are the only wealth planning strategy team in the United States with a CareMore™ Approach to ensure we address your unique needs as best as possible. This relationship-driven approach keeps the focus on what’s important to you, tailoring your experience based on your preferences and goals.
Financial Planning Advisors
Financial Freedom, Tailored to You: We are Valenta Capital Management
Dream of a secure future? We craft personalized financial plans for you, your family, or your business.
Why Valenta Capital?
- Deeply personal: We listen, understand, and build plans for your unique goals.
- Collaborative approach: We guide you through options, ensuring clear understanding.
- High standards: We prioritize your well-being with unwavering ethics and expertise.
Unlock your potential:
- Peace of mind in retirement: Maximize returns, minimize risks, secure your ideal lifestyle.
- Empowered financial decisions: Confidently navigate choices with comprehensive guidance.
- Simplified business retirement plans: We help you meet your ERISA plan requirements, freeing you to focus on your business.
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