LeValley Wealth Management

LeValley Wealth Management

At LeValley Wealth Management, we’re mindful that life is ever-changing, and our goal is to be your trusted partner every step of the way. Our mission is to remain present and active, with transparency and honesty, to pursue a greater degree of certainty in your financial future.

Helping you gain a greater degree of certainty

Who We Are

Meet our small, family team dedicated to you.

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What We Do

Our approach is individualized to you, because there isn’t another person just like you.

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Why We Do It

We believe your goals are a direct reflection of who you are and we strive to help you achieve them.

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Client Centered

Client Centered

Our goal is your goal.  We work alongside each other and build a transparent relationship so that we can help you create a personalized plan that gives you confidence now, and in the future, to do the things you love.

Meet Our Team

Curt LeValley

Curt LeValley

Certified Financial Planner

Valeria  Siemer

Valeria Siemer

Social Media and Marketing Director

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