PORTLAND, Ore.—July 8, 2015—Valda Partners, an independent financial advisory and wealth management firm in Portland, today announced its official launch. The firm, a registered investment advisor (RIA), was established by financial services veterans Omar Marquez and John Noble in strategic alliance with the law firm Slinde Nelson Stanford to offer high-net-worth individuals and businesses a unique suite of financial advisory, wealth management and legal services.
“We realized the need many of our clients have for a comprehensive program designed to address all the issues impacting their financial futures, which the wirehouses haven’t been able to provide to date,” said Valda’s Omar Marquez. “By integrating access to legal counsel from one of the most forward thinking law firms in the area into our standard fee-based services, clients are benefiting from a holistic approach to wealth management.”
Valda offers traditional wealth management services including, asset management, investment advisory, estate planning, tax planning and business counsel in addition to allocating a set number of hours to legal services from the law firm of Slinde Nelson Stanford, which has offices in Seattle and Portland. As a founding partner of the law firm, Nicholas Slinde worked closely with Valda to leverage his firm’s broad based legal practice into Valda’s advisory service offering.
“Slinde Nelson Stanford’s experience with tax and estate planning, business strategy, real estate and commercial litigation is a natural complement to Valda’s comprehensive approach to wealth management,” said Slinde. “Our mission, and our market differentiator, is that when we say we drive business-focused legal solutions, we mean it. We strive to approach clients’ particular legal issues with their entire financial and business goals in mind. Valda does the same thing. It’s as good a fit as we could have imagined.”
“There is no other firm I’m aware of that is able to offer this kind of integrated, goal-based strategy to wealth management,” said Valda’s Noble. “We’re much more than a typical wealth manager, as individuals, families and local businesses enjoy decades of combined experience in providing sound financial and legal guidance.”
Valda partnered in its launch with tru Independence, a consulting firm that provides former wirehouse advisors the platform and resources needed to launch their own independent firms. Valda leaned on tru Independence for its state-of-the-art capabilities, including the front and back office administration requirements many would-be independent advisors find challenging during their transition.
“We are thrilled to be a part of the launch of this innovative firm founded by a talented and client-centric team. We strongly believe in Valda’s mission to provide a game changing, holistic approach to the traditional financial advisory and wealth management model,” said Craig Stuvland, president and CEO of tru Independence. “tru is dedicated to providing the resources and tools to assist Valda’s goal of exceeding client expectations.”
For more information on Valda Partners, visit www.valdapartners.com.
For more information on Slinde Nelson Stanford, visit www.slindenelson.com.
For more information on tru Independence, visit www.tru-ind.com.
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About Valda Partners
Valda Partners is an independent registered investment advisor and wealth management firm headquartered in Portland, Oregon. The firm was founded by financial services and business law veterans to offer high-net-worth individuals and businesses a unique and holistic suite of financial advisory, wealth management and general counsel services. Valda serves as a trusted advisor in all matters affecting clients’ financial futures, from estate and tax planning to legal advice on starting or selling a business, and everything in between. As an independent firm, Valda’s team of experienced financial advisors and wealth managers pride themselves on delivering objective, goal-based counsel. For more information, visit www.valdapartners.com.
About Slinde Nelson Stanford Slinde Nelson Stanford is a full-service law firm that provides a suite of legal solutions for business owners and C-level executives. The firm, comprised of more than a dozen experienced attorneys, offers its clients the depth and breadth of expertise of a large firm while delivering the personalized service of a boutique firm. For more information, visit www.slindenelson.com.
About tru Independence
Through uncompromising investment in people and technology, tru Independence delivers the premier consulting and services platform for wealth management firms seeking independence. We diligently focus on and invest in our three core disciplines of investment consulting, business consulting and new business development.
To deliver unrivalled excellence, we leverage key relationships by outsourcing to the best providers and platforms. Our consultative sales process is defined by simplicity, clarity and transparency, grounded on the belief that our partners can best control their future by owning the equity of their firms. Drawing upon our decades of industry experience, we are committed to ensuring that our partners maximize their enterprise value. For more information, please call (971) 371-3444 or visit us at www.tru-ind.com.