Michael J. Valenta

Financial Advisor Partner

Mike founded Valenta Capital Management with a deep passion for helping people achieve financial security. After witnessing his own father face retirement challenges, he made a promise to guide others toward a confident and fulfilling financial future.

With over 28 years of experience in the retirement services industry, Mike brings valuable insight to both businesses and individuals. He’s a trusted advisor to family business owners, professionals, and high-net-worth individuals, providing expert guidance on optimizing retirement programs and crafting personalized wealth management strategies.

Mike is married to his high school sweetheart, Paula, and has four boys — Benjamin, Graham, Colby, and Max. When he’s not helping clients achieve their financial dreams, Mike enjoys hunting, fishing, and the occasional round of golf.

Let's Work Together!

Schedule A Time To Connect

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.