Company intelligence
Valence Wealth
Keep more of what you built. Flat-fee wealth management for executives with concentrated stock and equity compensation.
Scottsdale, US
1 employee
2 public signals
About Valence Wealth
Valence Wealth is a flat-fee wealth management firm for executives paid in equity. We bring tax strategy, estate coordination, and investment management together with your stock comp. Disclosures: https://valencewm.com/disclosures/
Verified activity
Signals from Valence Wealth
2 published signals
Products & Services
Valence Wealth built Valence Wealth flat-fee to meet growing market demand for advisor fees.
Reported by Nathan Donohue, CFP®, RICP®
Products & Services
Valence Wealth developed a free RSU Tax Gap Calculator to estimate RSU income, federal tax, estimated withholding, and potential gaps between the two.
Reported by Nathan Donohue, CFP®, RICP®