You did the hard part.
Years of hard work, stock vesting, and wealth that came with it all. Valence Wealth exists for what comes next.
Why I started Valence Wealth.
I'm Nathan Donohue. I spent 15+ years advising hundreds of families, including executives at companies like Microsoft and Amazon, on equity compensation. Smart, successful people who did everything right, then found themselves with most of their net worth in one stock and a tax bill attached to nearly every move.
Then I lived it myself. I built an advisory firm, scaled it to $500 million in assets under management, and sold it. I knew the tension firsthand. What if it loses value before I diversify? What if I sell too soon?
Valence Wealth is the firm I wished existed for me. Narrow on purpose, highly technical, and priced so that doing well never costs you more.
Professional Memberships
Nathan Donohue, founder of Valence Wealth, is a CERTIFIED FINANCIAL PLANNER® professional, a member of XY Planning Network and the National Association of Personal Financial Advisors (NAPFA), and is listed in the Fee-Only Network and Flat Fee Advisors.
How we think.
We lead with the math.
If we can't show you the logic, we don't recommend it.
We charge a flat price.
Your success is yours. We don't take a percentage of it.
We know who we're for.
We built Valence Wealth for people whose wealth is concentrated and whose decisions are complicated by taxes.
We control the controllables.
We can't control the market, so we don't pretend to. We can control tax strategies, estate coordination, fees, and execution.
Scottsdale roots. Built for anywhere.
Valence Wealth works with clients across the country by video, and in person here in Scottsdale.
Client assets are held at Charles Schwab or Altruist, independent third-party custodians that provide custody, account statements, and transaction reporting.
See if Valence Wealth is the right fit.
The first conversation is a chance to understand your situation, explain how Valence Wealth works, and determine whether we are the right team for you.