VonLehman Launches Wealth Management Company

Vallota

Fort Wright, Ky.-based IPA 200 firm VonLehman & Company (FY22 net revenue of $28 million) has introduced a new wealth management practice.

Led by managing director Diego Vallota, VL Private Wealth LLC operates as a boutique division of VonLehman, providing CEO-level guidance for high-net-worth families, while also offering retirement planning, investment management, estate planning, 401k guidance and insurance services.

“There is a specialized need for coordinated wealth management and tax guidance on the individual level,” says VonLehman MP Adam Davey. “We’re confident VL Private Wealth, in coordination with VonLehman’s tax professionals, will offer the unique support these high-net-worth families require.”

 

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