Welcome to Almond Valley Wealth Management  

Our purpose is to provide holistic financial planning with integrity.  Our client relationships are built on the ethical standards, regular communication, education, and honest guidance. Our firm strives to create lasting client relationships and lasting client legacies.

 

Almond Valley Wealth Management is dedicated to transforming financial stress into confidence through comprehensive financial education and services. With over 30 years of experience, our mission is to simplify the complexities of wealth management for local business owners, construction companies, and individuals, so that building our world into a better place becomes a little bit easier.  Our team of four experienced financial advisors, supported by two additional team members, brings a warm, down-to-earth approach to financial planning. We pride ourselves on making clients feel informed and understood, focusing on personal connections and tailored solutions. Active members of the Associated General Contractors of California and the Rotary Club, we are deeply committed to our community.

 

Our Approach

  • Holistic Planning: Tailored financial strategies that align with your goals, values, and life circumstances.  

  • Clear Communication: We prioritize transparency and frequent updates, empowering you to make informed decisions.  

  • Community Commitment: Proud members of the Associated General Contractors of California and Rotary Club, actively contributing to our local community.

Our passions

  • Investment & Retirement Planning

  • Wealth Management  

  • Charitable Giving

  • Estate Planning  

  • Tax Optimization  

  • Business Succession Planning

Why Choose Us

  • Experience: Over 30 years of helping clients achieve their financial goals.  

  • Education: We believe in empowering you with the knowledge to make confident decisions.  

  • Tailored Solutions: Personalized advice based on your unique needs.  

  • No Surprises: Clear fee structures and no-obligation initial consultations.

Key Questions to Consider

  • Are you confident in your retirement plan?  

  • Do you need help with tax efficiency or wealth transfer?  

  • Have you reviewed your business' employee benefits and succession plans?

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Referring Us

Know someone who could benefit from financial planning? We welcome referrals and ensure confidentiality. There is no fee or obligation for an initial consultation. Reach out to us to learn more about how to introduce us. A simple cup of coffee together goes a long way.

Engaging With Us

Maximize your engagement with us by staying informed, collaborating on adjustments, and reviewing your financial plan regularly. Call us when any of these life events occur:

  • Change of contact information

  • Getting married

  • Having or adopting a child

  • College planning

  • Buying or selling a home

  • Changing jobs

  • 401(k) rollovers

  • Getting a divorce

  • Caring for an aging family member

  • Emptying the nest

  • Retiring

  • Making a major purchase (second home or investment property, vehicle, wedding)

  • Passing of a family member

 

Our Locations

  • Modesto: 301 Banner Ct, Ste 1, Modesto, CA 95356 | (209) 857-3979  

  • Elk Grove: 9245 Laguna Springs Dr, Ste 100, Elk Grove, CA 95758 | (916) 683-9386  

  • Roseville: 1478 Stone Point Dr, Ste 390, Roseville, CA 95661 | (916) 462-9009

 

Get Started Today

Call us at (209) 857-3981

or email us at treva@almondvalleywealth.com 

for a complimentary consultation