Your trusted partner in personalized wealth management

     

Nearly all life’s milestones require planning – whether it’s for your retirement, your children’s education, or to grow your wealth. You’ve worked hard to build your legacy. Let us take on the planning, while you enjoy these moments – because that’s what you deserve.


 

Investment Advisor

 

Investment Advisor

      

We build a personalized, strategic plan based on your goals, while providing access to our investment committee and portfolio managers to ensure your needs are always met. 


   
 

Trust Services
   
  

Trust Services

      

We handle everything from acting as the executor for the settlement of your estate to investment management services and planning for taxes and returns.

   
 

Customer Care
   
    

Broker Dealer 

      

We offer an array of brokerage products, including fixed income, equities, and options, along with structured notes, alternative investments, and mutual funds.



   

Insurance

   

Insurance

      

We offer open architecture partners, estate planning services, and insurance products to make sure your legacy has longevity.


   
 
 

   

Our areas of service include:

   
   

   

Multiple Scenario Cash Flow

 


   

Financial Planning

 


   

Investment Asset Allocation

 


   

Estate Planning

 


   

Wealth Transfer Planning

 


   

Life and Fixed Annuities

 

    
   

Capital Markets

          

    
   

Asset Management

         

    
   

Securities-Based Lending

 

  
   
   
  
Who is Valley Wealth Management?

   
                      

Who is Valley Wealth Management?

  

At Valley, we have your back. Your in-house management team is comprised of industry veterans – so you know you’re being advised by senior leadership that understands this field and what you need in depth. As part of our process, we review your total financial picture and listen to your goals, while providing a high-touch, centralized advisory experience to ensure your needs are always met. 
   
Here’s the secret: we understand what most others don’t. Your estate is more than just assets – it’s your legacy. And because your legacy is uniquely yours, your financial plan should be, too.

    
 


 

Meet Our Leadership Team

  
 

Have a question? We provide consistent communication and remain on call, giving you direct access to decision-makers and personalized attention anytime, anywhere.  



  
Joseph Colleran
   
    

Joseph Colleran

President, Valley Financial Management

   

 
Gary Etinger
   
      

Gary Etinger

Director of Trust Services

   

 
Alex Klien
   
      

Alex Klein

Head of International Private Banking

   

 
Christopher Philips
   
      

Christopher Philips

Managing Director, Structured Products

   

 
Michael Zaremsky
  
  

Michael Zaremsky

Head of US Wealth Management

   

 

   

Get in touch with us

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Additional Disclosures:

Banking products and trust services are provided by Valley National Bank (the “Bank”), Member FDIC.  Brokerage and insurance products are provided by Valley Financial Management, Inc. (“VFM”), a registered broker-dealer, member of FINRA and SIPC, and a licensed insurance agency.  Advisory products are provided by Valley Wealth Managers, Inc. (“VWM”), a registered investment adviser.  VFM and VWM are wholly owned subsidiaries of the Bank. You are welcome to check the background and experience of our bankers with BrokerCheck by FINRA.
 
Non-deposit investment products offered by the Bank and its subsidiaries including VFM and VWM are:
* Not insured by the Federal Deposit Insurance Corporation (“FDIC”);
* Not a deposit or other obligation of, or guaranteed by, the Bank; and
* Subject to investment risks, including possible loss of the principal amount invested.
 
All investors must carefully consider the risks, charges, fees, and expenses, review the prospectus or other offering information, if applicable, and consider their personal financial situation and tolerance for risk, before making any investment.  Neither the Bank nor any of its subsidiaries provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.