Our Team

Our Mission Is Preserving Your Legacy

As a family owned & operated business, we understand the importance of legacy. Our objective is preserving yours. We have two fundamental beliefs: education and transparency. Our team simplifies complex financial language, ensuring that you understand each of our strategies & their purpose. These strategies give you & your family the tools necessary to ensure financial independence for generations.


Jorge Valdes, CFP®

Jorge Valdes, CFP®

President and CEO


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Jennifer Valdes, CFP®

Jennifer Valdes, CFP®

Principal & CCO


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Ashley Nouel

Ashley Nouel

Client Associate


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Jorge Valdes Jr., CPFA®

Jorge Valdes Jr., CPFA®

Financial Analyst


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