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Valoria Wealth Management, LLC

EST. AUM
$4,777,000

CONTACTS

CLIENT ACCOUNTS
8

Firm Details

Metro area Miami
CRD Number 329346
Website valoriawealth.com
Client types

Overview

Valoria Wealth Management is a fee-only fiduciary registered investment advisory firm specializing in comprehensive financial planning and investment management for women in technology. The firm provides personalized advice on equity compensation, including RSUs, ESPPs, and stock options, alongside retirement planning, tax planning, portfolio management, estate planning, and cash flow strategies. Founded by Maria Castillo Dominguez, CFP®, EA, Valoria Wealth Management helps clients integrate investment, tax, and financial planning into a coordinated long-term wealth strategy designed to build and preserve wealth.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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