A Clear Path Forward with
Strength and Clarity
Coordinating your comprehensive financial picture
through independent and objective advice.
Schedule a Discovery Meeting Now
Finance doesn’t have to be stressful.
It can be empowering, giving you the confidence and peace of mind to make the best decisions for your future.
At the end of the day, don’t you just want advice on what the best options are for your specific financial situation and not to feel like you’re constantly being sold a product?
We partner with families and business owners with uncoordinated financial pictures and provide them the advice needed for clarity and freedom to thrive in their lives and businesses.
Check the background of investment professionals on FINRA’s BrokerCheck.
You deserve a partner to stand as your trusted advocate, illuminating the path forward and empowering you to thrive in both life and business.
Common Financial Hurdles
- =“I don’t know where to start.”
- =“I feel I’ve been sold products before that I don’t necessarily need.”
- =“I’m unsure if my entire financial picture is coordinated with my goals.”
- =“Am I asking the right questions when I’m with my CPA, advisor, or attorney?”
Delivering On Our Promise
- =Advice-based planning that is the foundation of our relationship with clients.
- =We intentionally limit the number of clients we accept each year to honor our promise of exceptional service for current clients and dedicate the necessary time for comprehensive planning for new ones.
- =Focused on what drives you and your goals and fears, allowing you to thrive within your life and business.
- =Provide comprehensive advice to ensure coordination with your other trusted advisors (CPA, attorney, etc.)
Finally, a clear process that embodies strength and clarity, guiding you confidently through financial complexities.
Too often advisors make financial planning feel like rocket science. Our three-phase process exists to put an end to confusion and instead create clarity so you feel in control and have a sense of confidence throughout. Learn more about our process below.
Plan
Beginning with our initial (and complimentary) Discovery Meeting to identify your goals, values, and fears, we complete a four-step process that continually engages you to deliver your customized financial plan.
Implement
Continuing to work in your best interest, we guide you in implementing your customized financial plan. We also coordinate with your other trusted advisors to ensure your plan is properly implemented.
Partner
Life changes and so will your financial plan. We meet twice a year along with quarterly touches to ensure we account for changes in your life, your goals, and outside factors.
Who We Serve Best
At Valoris Wealth, we specialize in serving clients who value expertise, clarity, and time freedom.
Our most successful relationships are with individuals who share these common traits:
Wants to prosper financially
Values quality of life and delegation
Desires clear strategies
Seeks long-term partnership
Yearns for a stress-free financial life
Takes accomplishing goals seriously
Strives for clarity, confidence, and security
Values ongoing and objective advice
Our Delegators trust us to manage their financial complexities so they can focus on living the life they love—whether it’s spending time with family, traveling, growing personally and professionally, or enjoying the comfort that comes from knowing their financial future is in expert hands.
Coordinating Your Entire Financial Picture
Retirement Planning
Plan for the retirement you envision with a personalized strategy that maximizes your savings, generates ideas to lower your lifetime tax bill and provides clarity for your future.
Business Planning
Our job is to build you a plan that translates the success in your business to success in your personal life for yourself and your employees.
Asset Alignment
Our investment management is built on comprehensive planning, ensuring your portfolio (including your employer stock) aligns with your financial goals for clarity, coordination, and long-term success.
Plan Protection
We ensure your financial future remains secure by proactively addressing risks like illness, unexpected loss, long-term care costs, and optimizing employer benefit selection.
Education Funding Planning
We create tax-efficient strategies to help you save for college and manage student loan repayment while maintaining your overall financial well-being.
Estate Planning Strategies
We assist in design strategies to ensure your assets are protected, tax-efficiently transferred, and distributed according to your wishes while safeguarding your legacy from legal and financial risks.
Generational Wealth Planning
We aim to bring clients’ families into meetings together early that will lead to a smooth transfer of wealth from one generation to the next.
Let’s Talk! Your Discovery Meeting is Complimentary
This session provides you with a personalized introduction to Valoris Wealth’s approach, offering clarity on your financial situation and actionable insights to empower your next steps—all without any obligation.