VonLehman CPA & Advisory Firm has launched the wealth management practice VL Private Wealth, LLC.
The introduction of VL Private Wealth supports VonLehman’s efforts to provide specialized, full-service accounting and advisory services to individuals, businesses, and organizations throughout the region, a news release said.
The relationship between VL Private Wealth and VonLehman CPA & Advisory Firm offers clients a coordinated service that provides the knowledge of experienced wealth advisors and specialized tax professionals, the company said in the release.
The wealth management company provides guidance for high-net-worth families while offering retirement planning, investment management, estate planning, 401(k), and insurance, among other services.
Diego Vallota will serve as managing director of VL Private Wealth with over 25 years of experience in wealth management.