Valta Advisor Services helps established financial professionals build a better business.
We’ll teach you to orchestrate a team of experts who deliver world-class comprehensive advisory services and strengthen your existing client relationships.
Valta offers best-practice techniques and proven professional advice. We’ll help your company become the best version of itself though implementing values-based methodology and work-life balance practices. Have our Valta professional development team help you transform your business.
Valta offers best-practice techniques and proven professional advice. We’ll help your company become the best version of itself though implementing values-based methodology and work-life balance practices. Have our Valta professional development team help you transform your business.
Valta Advisor Services
enhances established financial professionals' businesses with best-practice techniques and proven professional advice. We’ll help your company become the best version of itself though implementing values-based methodology and work-life balance practices. Have the Valta team help transform your business.
Transitioning to a Fee-Based Model
In the current regulatory environment of today’s financial services industry, including the changes proposed by the Department of Labor, a fee-based model is likely to be the most attractive way to build a practice. This will be strengthened by a values-centric methodology – often appealing to the new advisor, especially one who wants to build recurring revenue.
Achieve a Values-Based Lifestyle by Building a Values-Based Business
We ease the transition from a transaction-based practice to fee-based to keep your business ahead of the curve.
Affiliated Advisors Will Develop an Enhanced Skillset To:
- Become compliant with incoming DOL regulations by operating a fee-based practice.
- Have greater flexibility of options to offer clients within a full service environment.
- Gain financial stability by having a predictable revenue stream. Have the time and ability to think more strategically about business and client issues.
- Make their firms financial centers of excellence in their ideal clients’ communities.
- Become a lifelong resource to their ideal clients by helping them to develop and live their purpose-driven lives.
Attestations
Dom has been a long-term client committed to truly building a business that serves his life. His goal to become the CEO of his Life has never been more evident than with the creation of Valta Advisor Services. He had a vision to truly bring a transformational program to the financial services industry and that dream is now being realized. His philosophy when it comes to financial planning and investment management is very unique and his willingness to share this information with other advisors is extraordinary.
Jeff Burrows owns an independent company, and is not affiliated with Cambridge in any way
The future of our business is to provide comprehensive financial services to our clients, not simply “wealth management.” I have been fortunate to know Dominique for the better part of a decade, and have engaged the services of his firm to provide the back-office deliverables using his best-in-class team of subject matter experts in tax, legal, financial planning, and insurance. Working together, I am able to provide my Ideal Clients truly comprehensive financial planning in a flat fee, DOL-compliant manner. Without the team from Valta, it would simply not be possible to gain the knowledge needed in each of the disciplines in a conflict-free environment. This is the future of our business, and I’m fortunate to have Valta in my corner to serve both my clients and myself.
Meet Our Team
Dominique Vercaemert, RFC
President/CEO
Dominique Vercaemert, RFC
President/CEO
Dominique has been in the financial services industry since 1975, and specializes in helping each client gain absolute clarity about what is most important to them in order to live a purposeful life.
Barbara Matters
Director Of Operations
Barbara Matters
Director Of Operations
The director of operations ensures that all tasks for meeting preparation are completed in a timely manner, establishing deadlines and expectations for each of our team members so that client progress meetings are a great experience.
Jim Matters
Dir. Technology / Client Services Assistant
Jim Matters
Dir. Technology / Client Services Assistant
Jim, makes sure the Information Systems are optimized. Jim also creates custom knowledge templates for Subject Matter Experts to manage the deliverables for clients.
Douglas Ludwig
Director of Client Services
Douglas Ludwig
Director of Client Services
The Director of Client Services brings additional focus to meeting our clients’ needs and enhancing overall client experience.
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