Valecka Wealth Management
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
16610 Dallas Pkwy Ste 1250, Dallas, Texa...Phone Number
(972) 899-1679Website
www.vwmplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Valecka Wealth Management
Valecka Wealth Management specializes in investment management and strategic wealth planning, primarily targeting women and busy families. The firm aims to simplify clients' financial lives by providing objective advice and long-term investment strategies. With a focus on trust, integrity, and collaboration, they serve as personal financial coaches, coordinating with other advisors to create seamless financial plans. Their commitment includes educating and supporting clients to alleviate the stress of managing investments independently.Explore more
Valecka Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Valecka Wealth Management
<$5M
1-10
Private
-
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JV
Janice ValeckaCertified Financial Planner & Professional
<$5M
1-10
Private
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2000
JY
Jeffrey YoungFinancial Advisor & National Sales Manager & Retirement Specialist
Company Profile Activity
Activity Insights
Valecka Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Valecka Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Valecka Wealth Management.
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Valecka Wealth Management specializes in investment management and strategic wealth planning, primarily targeting women and busy families. The firm aims to simplify clients' financial lives by providing objective advice and long-term investment strategies. With a focus on trust, integrity, and collaboration, they serve as personal financial coaches... Read More
