Our Philosophy


Valecka Wealth Management Philosophy

  • We are Independent and committed to remain a boutique firm
  • It is your stage in life, not age that is key in planning each client’s significant life
  • Simplify your financial life so you can enjoy and live your life
  • The goal of the long-term investor is pursued by funding and monitoring a financial plan and not reacting to each market move.  Asset allocation and rebalancing are key.
  • People don't plan to fail, they simply fail to plan.