01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Meet Your Advisor

Gianni Valenti, CFP®, CDFA®, SE-AWMA®

President and CEO

Gianni Valenti is an Independent Wealth Advisor in Sarasota, Florida and a CERTIFIED FINANCIAL PLANNER® practitioner. He also holds the Certified Divorce Financial Analyst® (CDFA®) designation. Gianni helps local residents with financial planning, estate planning, and investment portfolio management.

In addition, Gianni holds the Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA®) designation, which qualifies him to guide high-net-worth athletes in navigating their financial futures and the complex challenges they face throughout their careers.

Gianni's specialized expertise enables him to assist elite individuals in the sports and entertainment sectors to potentially increase their wealth preservation, growth, and succession strategies. Gianni adeptly assesses and implements diverse financial strategies, from qualitative planning to investment advice, retirement benefits, cash flow optimization, tax planning, business consultancy, and estate planning.

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Embark on a journey of financial fulfillment, navigating toward a legacy that endures while enjoying the rewards of your success.

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