VALENTINE WEALTH MANAGEMENT

Overview

Valentine Wealth Management is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves primarily individuals and families and bills clients through a mix of percentage-of-AUM arrangements plus hourly and fixed-fee engagements. Its listed advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and client education through seminars and workshops. The firm is not identified as an active ESG investor, is not flagged as a multi-state adviser, and does not operate as a capital allocator. FINTRX also notes an industry affiliation with an accountant, which suggests a linkage to tax or accounting professionals in client servicing or referrals.

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Location & Offices