Your peace of mind, our priority.

As you make progress toward achieving your goals in life, you may see the need to work with a professional wealth management team.  One that tries to be the hardest working team in the business.  One that will be by your side for the long term.  That’s Sechopoulos Valente Group.

“Our ultimate goal is to be helpful to our clients, the very best way they need us to and earn the right to develop Lifelong Relationship with every single one of them. The core purpose we share as a team is straightforward but serious: to make our clients’ lives better, by listening intentionally, truly understanding your goals and giving you our undivided attention to make those goals a reality. Keeping that in mind, we constantly provide our clients with the most honest, transparent and comprehensive Wealth Management services available tailored to their unique circumstances.”

Call us today and you’ll discover that our core purpose is simple but very real: to make our clients’ lives better.

 

 

Our Second Opinion

Gain peace of mind with an unbiased second opinion from Portfolio Manager Panos Sechopoulos and Investment Advisor Lou Valente. This discrete, complimentary one on one meeting will help you answer key questions you might have.

 

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