We are an independent Wealth Management firm/team from Fresno, CA which is the heart of the San Joaquin Valley. To the northeast are the Sierra Nevada mountains and Yosemite National Park. 100 miles west is the Pacific Ocean.
At Valley Wealth Management we act as our clients’ financial quarterback, coordinating with experts in the fields of investments, taxation, estate planning, and risk management.
Our mission is to help clients accumulate and protect their wealth which is driven by modern thinking. We strive to simplify their financial game plan so that they can devote time to their businesses, personal endeavors and families with a sense of comfort, control and financial freedom.
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We target affluent clients who have at least $250,000 in investable assets. Here are the characteristics of our clients:
• No interest in spending time doing what we do
• Loyal and appreciative
• Strong core values with conservative beliefs
• Trust in us once it’s earned
• Willingness to utilize technology as a resource
• Honesty and transparency
• Sense of humor
• A general zest for life
The winning logo will give off a conservative, yet modern vibe. The logo can incorporate the use of the interchangeable letters "VWM" or may illustrate our location (next to Sierra Nevada mountains, river and vineyards). We are not opposed to an abstract design. Our full name "Valley Wealth Management" should be part of the logo. Thanks!
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