We foster multigenerational relationships that trust our competency to make decisions, seen and unforeseen, so that clients may invest strategically and execute flawlessly.  

 

Valda's integrated approach to your financial well-being is truly different. In addition to individually tailored investment advisory services, Valda has strategically aligned with various full-service business and real estate law firms to integrate your entire financial picture in a truly unprecedented way. Our strategic relationships allow our clients access to experienced legal counsel in all areas of business, tax and estate planning and real estate.

 What this means is that your financial, business and real estate needs can be addressed in a comprehensive, cohesive and seamless way. For high net worth families and individuals you would be hard pressed to find anything like it.

 

Who We Are

Omar Marquez

 

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Maia Thomas

 

SLINDE NELSON STANFORD ATTORNEYS

Valda Partners (“Valda”) conducts advisory business through Fortitude Advisory Group, LLC, a Registered Investment Advisors ("RIA") with the U.S. Securities and Exchange Commission (“SEC”). Valda, and Fortitude are herein referred to as the “Advisor”.

The Advisor provides investment advisory and related services to clients nationally. The Advisor will maintain all applicable notice filings, registrations and licenses as required by the SEC and various state regulators in which the Advisor conducts business. The Advisor renders individualized responses to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion.

This website is intended to provide general information about the services of Valda Advisors and its team. It is not intended to offer investment advice or to recommend the purchase and sale of any investment product. Information is provided to learn about our advisory services, our people and to be able to contact us for further information.

Market data, articles and other content on this website are based on generally-available information and are believed to be reliable. The Advisor does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.

The Advisor will provide all prospective clients with a copy of our current Client Relationship Summary, Privacy Notice, Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov.

If you have any questions regarding compliance or regulatory information, or for a copy of our disclosures, please contact us www.valdapartners.com.