Colby J. Valenta

Financial advisor Partner

Colby joined Valenta Capital Management in 2012, bringing a fresh perspective and a deep commitment to client care. He focuses on developing holistic financial plans that address the unique needs and goals of each individual, ensuring they feel supported and understood throughout their financial journey. Colby also works closely with participants in established retirement plans, providing valuable insights and guidance to help them achieve their long-term financial aspirations.

Colby is married to his high school sweetheart, Chelsea. They have three sons — Abraham, Arthur, and Archie. Colby enjoys collecting rare sneakers, watching Chelsea F.C., and cheering on his beloved Colorado Buffaloes.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.