valiantwealth.comCrawled Oct 30, 2026
The Valiant Way is a three-step process for creating personalized financial plans.
Valiant Wealth serves diverse, accomplished clients with unique financial needs.
Valiant Wealth provides private investment opportunities, including bridge financing and equity positions across industries.
Tax-efficient strategies help minimize tax impact in retirement by leveraging tax-deferred accounts like 401(k)s and IRAs.
The Wall Street Journal highlights Dimensional Fund Advisors for its success in investment management.
Dimensional Fund Advisors reduced expense caps and fees for several funds, reflecting Valiant Wealth’s cost-minimization philosophy.
Tax refunds can fund emergency savings or other strategic financial decisions.
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Doug founded Valiant Wealth, LLC in 2008 to work with clients in a whole new way – one that encompassed not just each individual’s wealth, but the purpose of their wealth.
Ginny Shiverdecker CHIEF STRATEGY OFFICER
J. T. Hodges serves as the Artists & Entertainment Liaison.
Shanell Freeseman directs Family Office Client Relations.
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Valiant Wealth emphasizes philanthropy as a core value, aligning with clients’ charitable goals.
Valiant Wealth outlines privacy policies and ethical practices in its Privacy Policy and Terms of Use.
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