Valecka Wealth Management

Valecka Wealth Management Valecka Wealth Management is a financial services firm offering retirement planning and investment management. Member FINRA/SIPC.

Our goal is to simplify your financial life with financial planning. Jan Valecka is the owner of Valecka Wealth Management a boutique wealth and investment management firm. Valecka Wealth Management offers comprehensive financial planning and investment services to busy professionals and their families who desire personal service. As a boutique firm, we are able to offer a smaller, intimate and m

ore comfortable environment which honors the clients we serve. Securities and advisory services offered through LPL Financial, a registered investment advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Thank you Beth for the great informational article for individuals turning 65 and facing Medicare decisions with smart m...
06/11/2026

Thank you Beth for the great informational article for individuals turning 65 and facing Medicare decisions with smart money moves to consider. I enjoyed contributing.

65 is the age most people are eligible for the government health program for older adults. But the time before is a crucial window for financial and health care planning.

Be careful if establishing an account for your grandchild.
05/04/2026

Be careful if establishing an account for your grandchild.

Contributions to Trump Accounts, the new tax-deferred savings vehicle for children, can’t be made until July 4, 2026. However, the opportunity to open a Trump Account, either through filing Form 4547 or using a dedicated IRS website, forms.trumpaccounts.gov, has been available for several months.

Address

4400 State Highway 121, Ste 300
Lewisville, TX
75056

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 3pm

Telephone

+19728991679

Website

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