Valens Wealth is a New York-based wealth management firm that operates as a fiduciary, serving a select group of U.S. and international high-net-worth families. The company provides a holistic suite of services including bespoke investment management, comprehensive financial planning, estate and tax planning, and risk management. Their mission is to offer objective, tailored financial advice and act as a personal CFO for their clients, helping them preserve and grow their wealth across generations.

Founded in

United Kingdom