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Valley Wealth Management Group offers comprehensive wealth management services to individuals, businesses, endowments, and foundations with the objective of helping preserve and grow wealth. With nearly 110 years of combined experience, our group has been the trusted source to provide guidance to our clients through various market cycles and life's ups and downs.

Our goal is to build long-term relationships with the clients we serve based on open communication, mutual trust, and respect. By offering a customized approach, Valley Wealth Management Group is able to build cost and tax-efficient financial strategies for each client we serve.

To learn how we can help you pursue your financial goals, please contact us here.

Stifel does not provide tax advice.  You should consult with your tax advisor regarding your particular situation.