Know Our Clients
We know that your situation is unique, so you won't find prepackaged solutions at Donaval Wealth Strategies! We listen to your needs, concerns, and challenges and create a plan specifically for you. We will have your best interests in mind, not ours. When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and we'll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
Committed to Helping Each Client Reach His or Her Goals
Our primary goal is to ensure that you are in the best situation to handle life’s events. Babies are born, children graduate, jobs are lost, weddings approach, spouses pass away, and people retire. Life is always changing. We want to be with you when these changes occur. Communication is key to keeping on top of our current situation. As your life changes, your investments may need to change as well. We will work with you to ensure that your investments are meeting your current needs and future goals. We are able to work with your CPA, lawyer, or tax specialist.
Investing Is More Than Just a Numbers Game
Successful wealth management is about more than investment performance. It’s also about risk management. That’s how we develop enduring, personal relationships with our clients.
Empower Clients to Feel Confident About Their Decisions
We believe that every person should know and understand the investments they own. Educating our clients on the ins and outs of investing and how the process works is important to creating a long-term relationship. Our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.
Practice Time-Tested Financial Approaches
At Donaval Wealth Strategies, we follow prudent financial principles. We treat your money responsibly. We monitor your portfolio's performance so you don't have to worry. As independent advisors, we have a wide variety of products from which to choose.