About Us

Building Confidence with an All-Encompassing Plan

Our team is committed to helping empower you with the financial confidence to pursue your ideal future. Our approach is rooted in understanding you and fostering meaningful relationships that last. Discover how we can walk alongside you and your family.

Maximize What Matters to You

Your "why" encompasses your deepest values and aspirations. By truly getting to know you and uncovering what drives your financial decisions, we can create a plan that is not only aligned with your goals but also resonates with your personal journey.

Support Through Every Transition

We prioritize building genuine, long-term relationships with you. We take the time to listen, learn, and understand your unique story, helping ensure that you feel supported and confident in your financial decisions every step of the way.

Our Firm’s Foundations

Our core values translate into our actions every day, impacting how we build relationships with and support you.

Genuine Connections

We get to know you before we jump into planning or solutions. Genuine connections are important because we want to help you meet your goals and we prioritize caring for you through every transition.

We Start With a Plan

Knowing what you are trying to accomplish in life helps us craft strategies and solutions to help you achieve your goals. Our plans adapt to every transition, including accumulation to distribution.

Experience Is the Difference

We've seen the industry from the inside out and that drives us to offer transparent help to you. Our experience can help you feel confident in making financial decisions for your ideal future.

Starting With "Why"

We prioritize financial education to help you understand the nuances of your assets. Understanding the why is key to building the trust required to solve and plan for all of life's possibilities.

Take the First Step to Feel Confident in Your Finances

We've seen the industry go through many changes over the years. We've seen clients come out of challenges time and time again. Let's talk. We'll dig into the specifics of your unique situation and walk you through a solutions-based approach that will help you feel confident, no matter what comes next.

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An Experienced Team that Plans for Possibilities

Our team has seen the industry from the inside out, and that drives us to offer transparent help to every client. Meet the team of advisors who are here to help you feel confident in making financial decisions for your ideal future.

Alissa Provanzana

Owner, Financial Advisor

631-834-7466

aprovanzana@valleywa.com

Helping Us Work With You

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Who We Work With

We connect with a range of clients to provide personalized guidance that empowers them to unlock possibilities.

Meet Our Clients

Our Approach

Our experience, client education, and solution-based approach allow clients to feel confident creating their retirement.

How We Help You

Our Team

Our team of experienced advisors meets clients where they are to solve and plan for all possibilities of life.

Get to Know Us