About DRAFT
Family-run. Multigenerational. Built for long-term trust.
Valenta Capital combines the personal relationships of a boutique firm with the resources required to manage complex wealth and retirement plans.
Mike Valenta watched his own father face difficult retirement decisions without the coordinated guidance he needed. That experience inspired Mike to form Valenta Capital with a clear mission: to help people prepare for their future in the present, so they never have to face a pivotal life transition unprepared.
Over time, the firm’s work with company retirement plans created trusted relationships with business owners, executives, and employees. Those relationships became the foundation for Valenta Capital’s integrated service model today.
Personal service doesn’t have to mean limited resources.
Our partnership with Concurrent Investment Advisors gives us the investment resources, technology, operations, and retirement plan capabilities of a national firm. We’ve also built working relationships with the estate and tax planning firms TailorMade and Manning Silverman to better meet our clients’ needs.
We believe close partnerships make us stronger. Your Valenta Capital team always stays at the center of the relationship, overseeing the work and protecting the client experience.
Family-run team
Warmth, accountability, and direct relationships.
National platform
Institutional resources, technology, and scale.
Specialty partners
Advanced estate and tax planning support.
Boutique service with institutional resources.
Your day-to-day relationship stays with Valenta Capital. Behind that team sits Concurrent’s technology, investment resources, and retirement plan scale. This structure gives plan sponsors direct access and personal service without sacrificing the depth expected by larger organizations.
Move forward with confidence.
We’ll show you where a more integrated approach can strengthen your financial strategy.
Schedule a Conversation