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
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
We handle everything from acting as the executor for the settlement of your estate to investment management services and planning for taxes and returns.
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
We offer open architecture partners, estate planning services, and insurance products to make sure your legacy has longevity.
Our areas of service include:
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Multiple Scenario Cash Flow
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Financial Planning
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Investment Asset Allocation
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Estate Planning
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Wealth Transfer Planning
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Life and Fixed Annuities
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Capital Markets
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Asset Management
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Securities-Based Lending
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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
President, Valley Financial Management
Gary Etinger
Director of Trust Services
Alex Klein
Head of International Private Banking
Christopher Philips
Managing Director, Structured Products
Michael Zaremsky
Head of US Wealth Management
Get in touch with us
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.