At Valliant Wealth Strategies, we pride ourselves on being a reliable resource to our clients. We offer perception, direction and guidance for every stage of the wealth building journey.

Our mission is to provide thoughtful wealth management strategies with superior quality of service. We believe in developing deep, financial partnerships with our clients to create meaningful investment solutions.

At Valliant Wealth Strategies, we believe our role in navigating your financial journey is to be the lighthouse. Whether your ship is currently sailing through clear skies, under dark storm clouds, or somewhere in-between, our approach is to remain steadfast and diligent as we provide meaningful wealth management strategies and thoughtful solutions that reflect your goals and risk tolerance.

- why us -

A lighthouse will not calm the water, but it will show the way

Team of Financial Advisors acting in the client’s best interest for over 30 years while partnered with Raymond James

Proudly servicing clients on the Eastern Shore and all over the world since 1997

Concierge-level client care, offering a full range of services beyond wealth management

- The values our company is built upon -

Partnership

Building and strengthening
lifelong relationships

Connectedness

Knowing what matters most to you and the community and advocating for the betterment of others

Exemplary Standards

Consistently responsive, always
pursuing accuracy, and striving to exceed your expectations
Trust

Honoring your confidentiality,
respecting your beliefs and
being accountable for our work

Accountability

Being responsible for our actions and managing expectations without making excuses

Education

Encouraging personal growth via continued learning, being open to new ideas and sharing our knowledge with you