Meet the Team

At Valoris Wealth, our name embodies our mission. Derived from the combination of the Latin words for strength and courage, as well as purpose and horizon, “Valoris” reflects both a steadfast foundation and forward-thinking clarity in financial planning. Our name captures the essence of guiding clients with integrity and empowering them to confidently navigate their financial future for the long run.

Our innovative and collaborative approach ensures that every decision is made with your best interests at heart. We stand as your trusted advocate, illuminating the path forward and empowering you to thrive in both life and business.

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.