Valley Wealth Group was founded with a vision of how the relationship between a client and their advisor should be. Having previously worked at national and regional firms, we wanted to use our experiences in each of those environments to create a better client experience.

We built a solid foundation and added the services we felt were missing from traditional financial planning methods to make our vision a reality: An environment where the needs of our clients outweigh all else. Clients we have worked with for years are now benefitting from these processes and services. Their overwhelming approval has been the best reward.

Valley Wealth Group
3119 Chaparral Dr.
Roanoke, VA  24018
540.491.9883
www.valleywealthgroup.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
FINRA: www.finra.org
SIPC: www.SIPC.org

Valley Wealth Group

Jaret Mutter

This department provides financial planning and investment management services to clients.

Wealth Management

This department focuses on managing client relationships and enhancing customer satisfaction through effective communication and support strategies.

Valley Wealth Group

Org chart

Teams

Wealth Management

Client Services

Offices

Valley Wealth Group

Org chart

Teams

Wealth Management

Client Services

Offices

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