By integrating legal, financial, and tax strategies into a single, cohesive plan, David Valente structures holistic plans to solve clients’ multi-faceted needs. In turn, this empowers clients to make informed, prudent decisions. David provides comprehensive advice to individuals, families and small businesses. David concentrates in tax and estate planning, gift and estate tax return preparation, probate matters, asset protection, business administration and succession, estate and trust administration, special needs planning, and charitable planning. David advised families for over eight years at a downtown wealth management firm on stock option planning, retirement planning, investment portfolio management, insurance analysis, charitable bequests and income tax reduction strategies, prior to becoming an attorney.
Prior to becoming an attorney, David was a financial advisor and achieved the following credentials: