1. Who needs Valeo? At Valeo, our clients are typically sophisticated consumers who have sought out a trusted independent advisor rather than a product salesperson in the disguise of a trusted independent advisor. Our clients are most frequently either physicians, corporate executives, retirees or business owners. Our clients engage us to create and maintain thoughtful comprehensive plans to achieve their goals. Typically, our services are of most value to those who have at least: $150,000 or more of combined annual income OR $1,500,000 or more of net worth
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