Who We Serve DRAFT

Partnerships are built on trust and shared vision.

We work closely with our clients, understanding their unique needs and aspirations to create a roadmap for financial success. Whether you’re an individual planning for a fulfilling retirement or a business seeking to empower your employees, we’re here to guide you every step of the way.

Business Owners

Connect the business to the family plan.

Plan for succession, a sale, concentrated positions, tax exposure, retirement plan design, and the future of your family wealth.

Executives and Key Leaders

Bring compensation, benefits, and outside wealth together.

Coordinate the workplace 401(k), executive compensation, outside accounts, tax decisions, estate planning, and retirement income.

401(k) Plan Sponsors

Protect the plan without carrying the full burden.

Work with a 3(38) fiduciary partner that manages investment responsibilities, coordinates the plan, and supports employees directly.

Plan Participants

Get guidance that grows with your financial life.

Start with enrollment, contribution decisions, debt, and retirement readiness. Add deeper personal planning as your needs and assets grow.

Advice For Every Phase Of Life

Financial needs evolve with success. Our approach evolves with them, supporting employees, executives, and business owners through every stage.

Foundational guidance

Enrollment, saving, debt, and retirement readiness.

Growing wealth

Outside assets, family goals, taxes, and risk planning.

Complex planning

Estate, succession, liquidity, alternatives, and multigenerational wealth.

Hands-On Team. National Platform.

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.

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