Traverse Advisory Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for James Valenti

James Valenti

CFP®, CIMA®

Financial Advisor

Investment Manager
Visit James Valenti's website
Advisor photo for Kenrich Marte

Kenrich Marte

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Kenrich Marte's website


Team

Stefanie Mulry

Stefanie Mulry

Paraplanner

Qualifications

  • Series 7 and 66 licensed
  • 13 years of experience with the practice
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