Valley Wealth Inc.

Valley Wealth Inc.

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1101 Sylvan Ave. No. C-203

Modesto, CA 95350

(209) 579-2773

valleywealth.com

No. advisers: 9

AUM: $280,000,000

In the News

United Capital acquires $320 million AUM adviser

October 23, 2014 - After embarking on a more aggressive, national growth strategy in August, United Capital has acquired a registered investment adviser with $320 million in client assets. The firm said Thursday it picked up Valley Wealth Inc., a Modesto, Calif.-based RIA...

A new planning tool for advisers challenges clients to win a game

May 2, 2014 - Ahead of the big financial and banking technology conference Finovate Spring 2014 April 29-30 in San Jose, Calif., I met up with FlexScore chief executive Jason Gordo in New York for a demo of his new online investment adviser tool. Mr. Gordo told me...

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