Valley Wealth Group

Valley Wealth Group is a financial planner in Roanoke, VA. The firm provides financial retirement planning, insurance planning, and wealth management services, and works with three main client groups: individuals and families, businesses and corporations, and high-net-worth clients. Among their named services are retirement planning, planning for business owners, estate planning, 401k rollovers, business succession planning, and charitable giving. Additional offices are maintained in Morehead City, NC and Blacksburg, VA.

The firm's founding vision centers on identifying gaps in traditional financial planning and building a client-centric environment that takes a comprehensive approach to wealth management. The leadership includes CEO and Managing Partner Jaret Mutter, Senior Partner Andrew Schenker, Chief Operations Officer Tiffany Rawling, and Chief Financial Officer George Wootten. The advisory bench is rounded out by partners and senior wealth advisors including Michael Blanchard, Joe Crandall, Corey Lewis, Tim X. Ha, Jordan Sereno, William "Wes" Thompson Jr., and Tanya Vess, with Carlton Ward serving as Associate Wealth Advisor and Justin Whorley as Financial Consultant. Business development and client communications are led by Kelly Handy, while Teri Reed and Jackie Smith manage senior client service and office operations.

The office sits on Chaparral Drive about a tenth of a mile from Electric Road, a short distance from Murray Run, and roughly a quarter mile from both the Ruxton neighborhood and the Roanoke County Administration Center. Algoma Park and Starkey Road are nearby.

With a 5.00 rating, Valley Wealth Group holds a perfect score from the customers who have reviewed it. The firm pairs that standing with a deep advisory bench serving Roanoke-area individuals, business owners, and high-net-worth families.