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Specialties
At Valiant Standard, we simplify wealth management by starting with a conversation, not a questionnaire.
With 25-plus years of experience, we tailor financial strategies to your life journey, not just your portfolio.
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Always free for clients.
RICP®, AIF®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Advisory services are available in all states upon request. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Valiant Standard Wealth Management and Cambridge are separate entities.