Heart of the Valley Wealth Advisors - Thrivent

  • Investment Services
3102 Community Way
Menasha, WI 54952
(920) 423-3896
Hours:
Monday thru Thursday, 9:00-4:00, or by appointment
Friday 9:00-Noon, or by appointment

About Us

Heart of the Valley Wealth Advisors has over 40 years of combined experience with Thrivent Financial and within the financial industry. We are gifted with different skill sets, bettering us to serve read more
  • About

    Heart of the Valley Wealth Advisors has over 40 years of combined experience with Thrivent Financial and within the financial industry. We are gifted with different skill sets, bettering us to serve you and your family holistically. Our Financial Professionals have expertise in financial strategies, investment management, and retirement planning. Our team serves clients across the country, focusing in Appleton, WI and San Jose, CA. To learn more about what we do and why we do it, reach out to one of our offices or connect with a team member. We are excited to join you as you navigate through your financial journey.


  • Highlights

    • Financial Planning with a focus on serving clients 5-10 years from retirement & through retirement
    • Life Insurance, Long Term Care, and Investments
    • Exit planning for small & medium sized businesses
    • Legacy Planning
    • College Planning
  • Media

  • Directions

    We are located in Menasha off of Lake Park Rd, next to Lake Park Swim & Fitness