Morehead City, NC, February 4, 2025 - Valley Wealth Group, headquartered in Roanoke, VA, has opened their third location in Morehead City. This expansion marks a significant milestone in the firm's ongoing commitment to providing personalized financial strategies for individuals, families, and businesses in the region who may benefit from private wealth services. 

The new office, located at 800 Arendell St. specializes in servicing the distinct needs of high-net-worth individuals and families.  The firm offers benefits beyond traditional advisory services, aiming to provide a personalized experience akin to that of a family office.  Clients receive a full range of services, including investment management, estate planning, tax strategy and philanthropic gifting.

“We are excited to bring our wealth management expertise to the community,” said Jaret Mutter, President of Valley Wealth Group.  “Our new location reflects our commitment to delivering high-touch, customized financial advice in a more intimate setting. As a boutique firm, we are able to build close relationships with our clients, understanding their needs and guiding them through every step of their financial journey.”

To celebrate the opening, Valley Wealth Group will have a ribbon cutting ceremony with the Carteret County Chamber of Commerce.  The date is not set, but another press release will be issued once the date has been determined.

Valley Wealth Group is a dynamic wealth management firm specializing in financial planning for individuals/families, businesses/corporations, and high-net-worth individuals/families.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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If you would like more information about Valley Wealth Group and their new location, please call Kelly Handy at 540-900-2900, or email Kelly.handy@valleywealthgroup.com www.valleywealthgroup.com