Business & Professional Services
Valley Wealth Group is a wealth management firm that specializes in private wealth services for individuals/families and business owners. We offer a collaborative and holistic approach to managing your financial affairs – optimizing the strategy for wealth accumulation, preservation, and transfer. Areas of expertise include estate planning, retirement planning, wealth management and liquidity planning, philanthropy and charitable giving, planning for business owners including succession planning and tax strategy.
Work on Wonderful Consulting LLC is owned by
Wanda Bennett, who has over thirty years combined experience in business
ownership, management, leadership, and business consulting.
Services include providing corporate and workplace training/staff
development, board retreats, presenting seminars to the NC Small Business
Center Network, Boots to Business Training for the SBA, and one-on-one business
development.
New franchise acquisition is a complex and multi staged process. With our representation of over 350 quality franchisors we assist clients, at no charge, to review the best alternatives for them based upon type of business, level of engagement, investment level, location and other considerations. The process supports informed choice, comparisons and confident decision-making. There is no commitment to buy or invest. We also provide franchise specific lending and legal referrals. The first step is to talk about your interests. Steve Wright.
