Products & ServicesEvent: September 4, 2026
Valence Wealth built Valence Wealth flat-fee to meet growing market demand for advisor fees.
Published
Signal category
Products & Services
Quote
“We built Valence Wealth flat-fee to meet this growing market demand.”
— Nathan Donohue, CFP®, RICP®|Valence Wealth team
Company
Valence Wealth
Keep more of what you built. Flat-fee wealth management for executives with concentrated stock and equity compensation.
- Location
- Scottsdale, US
- Company size
- 1 employees
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/