THE VALDES GROUP Valdes, Shimberg, Duncan
The Valdes Group’s mission is to understand the core purpose behind each client's wealth. By embracing their values, opinions, and perspectives, we foster an advisory environment that encourages innovative and critical thinking. As a boutique-like financial practice within Merrill Private Wealth Management, we bring together a team of industry professionals who provide the comprehensive resources of a global institution through a single point of contact. We prioritize each client's relationship, valuing it both personally and professionally, and find fulfillment in enriching their lives.
The Valdes Group operates as a boutique financial practice within Merrill Private Wealth Management. We are a group comprised of industry professionals that delivers all the resources of a global institution through one single point of contact. We work with individuals, entrepreneurs, families, and businesses to serve their complete wealth management needs to deliver a family-office experience where each client gains customized support and disciplined financial oversight. Our goal is to always provide the education, resources and transparency that keep clients informed, while having the freedom to pursue unique opportunities across the broad financial landscape.
Collaboration
Our mission is to understand each client's primary purpose for their wealth. By embracing their values, opinions, and perspectives we are able to create an advisory environment that inspires the freedom to think differently. By constantly analyzing the financial markets and researching opportunities specific to each individual, we seek to find the most efficient way to help each client achieve their financial objectives using a goals-based wealth management approach.
Customized Support
Our service model provides the stability clients need to prepare for the future. Each associate has a distinct industry background that complements the full spectrum of capabilities and personalized services we deliver to help simplify our clients' lives. Through active/passive portfolio management, daily financial oversight, multigenerational planning, lending solutions and beyond from Bank of America, clients gain lifelong, collaborative advisors who guide and serve them and their families with what we believe is an industry-leading standard of support.
Core Values
Integrity, trust, discipline, and open communication comprise the essence of The Valdes Group. With everything we do, we offer transparency to help clients make more informed decisions. Our priority is to provide the financial acumen that enables each client to confidently and consistently know they are moving on the right path toward their financial goals. With each client we serve, we value their relationship, both personally and professionally, and share joy in enhancing their lives.
CFP®, CKP®, CPFA®
CFP®, CPFA®, CRPC™
AWMA™
AWMA™
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
