about valta inc financial advisors

Valta has been in the financial services industry since 1975, and specializes in helping clients gain absolute clarity about what is most important to them in order to live purposeful lives.

Over the years, Valta, Inc. has developed a process-driven, values-based comprehensive approach to financial planning and wealth management through collaboration with a team of subject matter experts across all areas of finance.

Learn to orchestrate a team of experts to deliver world-class comprehensive advisory services.

Dominique Vercaemert founder of valta inc

Dominique Vercaemert RFC®


“I’ve been in this business over four decades, and know what it takes to realize your goals. When I started I was earning commissions selling insurance, then investment products. It felt like I was swimming upstream working hard with low profitability, constantly under stress like a caged hamster spinning its wheel; working 24/7 but not achieving the lifestyle.

I wanted what was healthy for me. Then I made the conversion to a fee-based practice as soon as I could. I established goals and had a razor sharp focus on achieving them while improving my client’s experience and the quality of their lives.

I made some mistakes along the way but I learned from them quickly. If you are willing to put in the hard work I can show you how to achieve the same success I have and enjoy more free time for what is truly more important in your life.”

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Dominique Vercaemert, RFC

Dominique Vercaemert, RFC

President/CEO

Dominique Vercaemert, RFC

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

Barbara Matters

Director Of Operations

Barbara Matters

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

Jim Matters

Dir. Technology / Client Services Assistant

Jim Matters

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

Douglas Ludwig

Director of Client Services

Douglas Ludwig

Douglas Ludwig

Director of Client Services

The Director of Client Services brings additional focus to meeting our clients’ needs and enhancing overall client experience.