A Valued Partnership
We know that your financial goals are unique, and making the right decisions to manage and grow your wealth is key to ensuring success. It takes the right strategic partner to guide you every step of the way. We are your hometown advisors with top tier industry knowledge to help you achieve your goals.
Advisory Services offered through the Wealth Advisors Network, d/b/a Laurel Valley Advisors. Download the brochure to learn more.
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Our mission is to utilize effective wealth management strategies to help our clients manage their unique financial goals.
You’ve worked hard to get to where you are today, and managing and maintaining your wealth is an important responsibility. You, your business, and your family have unique needs to be considered when choosing financial planning strategies. As your strategic partner, we can help you answer important questions such as:
- Will I have enough money to retire at a lifestyle that I will enjoy?
- What are some strategies for growing my wealth in both the short-term and the long-term?
- How do I develop a succession plan for my business?
- How will my family be taken care of after I am gone?
- How do I support a charity that I love? Could I start a charitable trust?
- Do I have the right types and amounts of insurance to make sure my needs are taken care of?
- What are the tax implications of all of my wealth management decisions?
If you have asked yourself any of these important questions, it’s time to sit down with our advisor and develop a plan to address these issues.
Learn About Our Advisor
Samuel J. Catanese
Investment Advisor Representative
After years of serving clients and being a valued partner in their success, Samuel J. Catanese founded Laurel Valley Advisors to continue his purpose of helping clients achieve their goals.