Our clients are the reason we exist and we want their experience to be exceptional. They rely on our advice for a wide variety of financial situations. As we grow we are committed to listen to our client’s needs to guide us in the direction they desire.
Valor Wealth Partners was formed to bring a level of excellence to financial planning and investment management services that many people were not receiving. They asked for an experience that put them at the center of the process, gave them control of costs, and treated them with dignity. We answered.
As fiduciaries, we have an obligation to act in the best interest of our clients. All employees must sign a Fiduciary Oath to show their commitment to this principle. Our promise to clients is deeper than doing what is right, it is what pushes us to be better. We want the clients we serve to be elevated by the process and the time we spend together.
I will act in the client’s best interest.
I will treat people with honor and dignity.
I will disclose all necessary information to make decisions.
I will not intentionally mislead.
I will avoid or disclose conflicts of interest.
I will maintain confidentiality to protect the privacy of client information.