Valley Wealth Group was founded with a vision of how the relationship between a client and their advisor should be. Having previously worked at national and regional firms, we wanted to use our experiences in each of those environments to create a better client experience. We built a solid foundation and added the services we felt were missing from traditional financial planning methods to make our vision a reality: An environment where the needs of our clients outweigh all else. Clients we have worked with for years are now benefitting from these processes and services. Their overwhelming approval has been the best reward. Valley Wealth Group 3119 Chaparral Dr. Roanoke, VA 24018 540.491.9883 www.valleywealthgroup.com Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. FINRA: www.finra.org SIPC: www.SIPC.org
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President, Valley Wealth Group and LPL Financial Financial Advisor providing financial strategies for Corporate Executives, Business Leaders and high-net-worth individuals/families.
Considering migrating our CRM from Redtail to Wealthbox. Any of my LPL colleagues been through the migration? Appreciate any feedback. #CRM #LPL #Wealthbox #Redtail
President, Valley Wealth Group and LPL Financial Financial Advisor providing financial strategies for Corporate Executives, Business Leaders and high-net-worth individuals/families.
Retirement planning looks a lot different for business owners than traditional employees. Options can be complex due to your varying income, tax considerations, and the needs of your business. Looking for a resource to help you plot your course? VWG published 5 essential strategies to help you navigate planning. Enjoy the read... https://lnkd.in/gqU5Uw7p
We’re excited to share that we’ve officially become a part of the Carteret County Chamber of Commerce, expanding our connections with incredible local businesses and community members! We're thrilled to foster lasting connections, champion local initiatives, and play an active role in the growth of our vibrant community. ?? https://lnkd.in/e3ufeRcZ
We’re #hiring a new Senior Client Service Associate in Roanoke, Virginia. Apply today or share this post with your network.
I was honored to be chosen as Financial Resources Group’s advisor spotlight for October. Great partnership!
ADVISOR SPOTLIGHT TIME! This month, we're featuring Jaret Mutter, Investment Advisor/Financial Planner and President/Founder of Valley Wealth Group. Get to know Jaret as he shares his journey in the industry, his focus areas, and some fun personal tidbits. He also talks about how teaming up with Financial Resources Group played a key role in Valley Wealth Group's smooth transition to LPL Financial. Learn more about Jaret in this Q&A blog: https://lnkd.in/ehDuqEsJ
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Accelerating Innovation | Associate Director, LAUNCH: Center for New Ventures at Virginia Tech
While ???????????????? ???????? is always #1 in my opinion, it is so nice to see VT recognized by the Wall Street Journal as a top tier university. In fact, VT was ranked 19???? overall and 6???? among public schools. Come see what we are doing at Virginia Tech: https://www.vt.edu/ ???? ????????????! #virginiatech #hokies #university #researchuniversity #creatingimpact #workforcedevelopment #utprosim #wallstreetjournal https://lnkd.in/emSXCAnS
Congratulations to Kim Snyder and the KlariVis team!! Great to see this level of innovation and growth right in our back yard!
?? Thrilled and Honored! ?? I'm incredibly proud to share that KlariVis has debuted at #145 overall and #14 in the software industry on the Inc. Magazine 5000 list of the Fastest Growing Private Companies in America! This recognition is a testament to the dedication and hard work of our entire team, the trust of our clients, and the innovative spirit that drives us every day. Thank you to everyone who has been part of our journey--we're just getting started! ? #KlariVis #Inc5000 #Growth #Innovation #ProudCEO https://lnkd.in/e68as4z4