Welcome to Vigilant Wealth Partners
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex, financial world. Whether you have significant assets to manage or are just starting to accumulate wealth, we have the tools and background to provide the services that will fit your needs. No single strategy fits everyone, which is why every client gets our individualized attention throughout the planning, execution, and follow-up processes. We take a proactive approach to helping you develop strategies to address your financial goals and objectives, using the most efficient methods available.
We strive to anticipate and address challenges as they occur because we want to keep you on track toward a meaningful and purpose-driven financial future. Our personal goal is to provide you with the guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long- term relationship with our clients and their families. As members of the community for several years, we take pride in knowing that we have helped many people pursue the financial future that they dreamed about. For more information about our firm and services, please call. We would enjoy learning more about your goals and dreams.
Mission Statement
We at Vigilant Wealth Partners, LLC commit energies, intellect, experience and knowledge to offer customer focused, comprehensive financial strategies. Through our personal financial simulation software*, clients begin to understand financial scenarios economically, and in doing so create well-diversified, educated, and informed financial decisions. We work with coachable individuals and business owners helping them align their values and finances. We strive to create long-term relationships, based on trust and understanding to create client confidence in today’s sophisticated financial environment.
Meet Our Team
Martin Valentic CLU®
Founder
Tel: 412-733-4080
Fax: 412-733-4070
He resides in Canonsburg, PA with his loving wife Jennifer. They enjoy spending time with their three children Joshua, Nicholas, and Lauren and two grandchildren. He is active is his church community, is an avid golfer, and has a passion for Standardbred horses.
Marty began his career as a financial services professional following the sale of his business in 2001. His corporate and entrepreneurial experiences allow his clients to gain insightful and valuable advice in their financial decision making processes.
Attention to detail, good listening skills and great empathy are symbols of Marty’s appreciation for his clients. He has effectively created a team that supports him with investing, estate planning, group benefits and insurance. Marty’s teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.
Marty and his team excel at bringing complex concepts down to easy fundamental conversations regarding business succession, asset transfer, insurance, and investment analysis.
Marty is a registered representative with HTK, and holds his series 7, 63 and 66 securities registrations. His practice caters to physicians, business owners, and executives that are looking for more strategic planning. Our creative planning process allows our clients to visualize all their financial decisions in one place, so that they maximize their own potential in all 3 phases of the wealth building journey. Those 3 phases are Wealth Creation, Wealth Enjoyment, and Wealth Preservation.
Joshua Valentic, ChFC®RICP®CLU®
Financial Advisor
Tel: 412-733-4085
Fax: 412-733-4070
Josh is a junior partner and began his career following his college graduation in 2015. He wanted to follow in his father’s footsteps and continue helping families gain and maintain financial independence.
Josh graduated from Allegheny College with a Bachelor of Arts degree in managerial economics. During his stay at Allegheny, he displayed his leadership qualities while assuming the captain’s role on the basketball team. He uses his finance and economics background to help clients navigate through the disorienting financial environment.
Josh focuses on client acquisition, service, and marketing. He is a registered representative of Horner, Townsend, and Kent, Inc. holding his Series 6, 63 and 65 registrations.
Josh resides in Franklin Park, PA, with his loving wife Leah and their son Grady. His interests include golf, church service, and staying active with his two dogs, Sutton & Ralph.
Andrew Marra, RICP®
Financial Advisor
Tel: 412-733-4027
Fax: 412-733-4070
Andrew began his career at Vigilant Wealth Partners in May of 2018 following his college graduation. Andrew received a Bachelor’s of Business Administration of Finance with a Minor in Entrepreneurship from Kent State University.
Andrew chose to join the Vigilant Wealth Partners team because of his passion to help people, which aligns with our company values. He uses his degree in finance to help individuals, families, and business owners pursue financial success.
Andrew is a Registered Representative of Horner, Townsend, and Kent, LLC. holding his Series 6, 63 and 65 Registrations.
Andrew’s interests include golfing and helping within the community. He is a mentor for students in the City of Pittsburgh as part of Big Brothers Big Sisters of Greater Pittsburgh.
Rich Galzarano
Financial Advisor
Tel: 216-543-1640
Rich was born and raised in the Pittsburgh suburbs, and is a proud grandson of steel workers. He lives in the Columbus, Ohio area with his wife Hollie, and daughter Stella. Rich is a graduate of the Ohio State University Fisher College of Business, holding a degree in Finance. While a student, Rich worked for the Ohio State football team, receiving a National Championship ring in 2002.
Rich has been practicing as a Financial Adviser since 2008. He currently serves as the Agency's Executive VP of Marketing & Branding.
Please visit attached bio to view his business philosophy, qualifications, and the products and services that he offers.
Nick Valentic
Financial Professional
Tel: 724-255-5812
Fax: 412-733-4070
nvalentic@vigilantwealthpartners.com
Nick joined his father, Marty, and brother, Josh, following his college graduation in 2021. He wanted to continue the family tradition of helping families gain and maintain financial independence. His focuses include, servicing existing client relationships and new client acquisition. In his free time, Nick enjoys golf, hunting, and Brazilian Jiu-Jitsu. He attends St. Patrick Catholic Church with his loving fiancé Amanda.
Strategic Partnerships
Vigilant Wealth Partners also offers an array of strategic relationships to compliment our client planning process.
- Banking
- Legal Services
- Accounting and Tax Preparation
- Property and Casualty Insurance
- Executive and Employee Benefits
Call us for a recommendation at (412) 733-4080.