Our Approach

Success Starts with a Solid Blueprint

Think of us as both your financial architect and your engineer. An architect doesn’t manufacture an existing product. An architect works with you to create the right design and plan. At Stallion Financial, our team recognizes that your situation is unique, with a specific set of circumstances and objectives. We create a customized plan based on your current needs and long-term goals for financial security, growth, retirement planning and succession planning.

Once designed, an engineer ensures the blueprint is structurally sound and executes the architectural plan. As your financial engineer, we make sure your wealth strategy meets the tax test to provide you the best possible growth. When you work with us, you have a committed team of passionate, conscientious staff, associates and investment companies who look after every detail of your life and investment strategy. They implement tactics carefully, measuring outcomes and monitoring progress while providing valuable feedback. The end result is a solid and secure financial structure that best serves you and your loved ones over the long term. It’s a structure you believe in and feel not only comfortable with, but excited about.

1. Tax & Estate Planning and Strategic Analysis

In servicing business owners, senior executives, high net-worth families, we build a secure foundation that integrates all aspects of wealth creation and protection, from both business and personal perspectives. Stallion acts as your Personal CFO (Chief Financial Officer), providing dedicated analysis and strategy for your complex tax and estate planning—from corporate and personal wealth to succession and retirement planning.

As your trusted advisor, we look at the facts first. We assess your financial situation to ensure we capture the full picture. We then create a roadmap that incorporates a range of potential strategies. Next, we examine each strategy carefully, with both our internal and external specialists on your team. We discuss our recommended options with you, and together we arrive at the right mix of strategies for your financial success.

2. Your Financial Architect & Engineer

As your financial architect, we’ll craft a comprehensive plan that brings you peace of mind about your financial security and future wealth creation. Once designed, your plan is put into action with our expert financial strategists to engineer your success. Our clients tell us they love this holistic and collaborative approach, which keeps them in the loop every step of the way.

Personal Service, Dedicated Approach

Stallion Financial provides thorough and customized care, tailored to your needs. Our President & CEO, Rob Valenzano, ensures that each and every client receives his personal attention and dedicated support from the entire Stallion team as part of our approach.

Our methodology is built from Rob’s unique ability to ask the right questions at the right time—with the right tact. This traditional approach lets us build stronger client relationships from the ground up. At Stallion Financial, we provide discreet and expert financial advice to private individuals, including small business owners, professionals, executives and retirees.

A History of Wealth Management

There are many wealth building strategies on the market. If you’re like most people, you may currently be using several different strategies to achieve your financial objectives. At Stallion, we help you fully understand how each strategy can affect your goals under variable future circumstances.

We’ve developed a unique method to assess and build your wealth: Our time-tested Stallion Wealth-Management Process (SWMP) will enable us to advise you on the best strategies for your particular needs and goals, and consolidate them into a sound holistic plan. That plan will ensure:

  • Protection regardless of future events
  • Optimization of wealth through tax-efficient strategies
  • Maximization of your full corporate and personal planning potential