Valley Harvest Wealth Management

Kyle and Jose were proud to represent the team at the Mega Branch 2026 Elite Forum in Costa Mesa this week! The event provided a valuable opportunity to learn from some of the organization's top professionals, exchanging ideas, and continuing to sharpen the skills that help them deliver outstanding results for clients every day.

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

Ron, Brandy, and Jose visited the Pinedale Boys & Girls Club last Friday to congratulate Stevie on her new venture! We will miss working with her, it has been a great 5 years. Stevie has made such a lasting impression and taken the Pinedale Boys & Girls Club to a new level.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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Ron went out to Minneapolis this week for a meeting at Ameriprise Headquarters, always learning how to protect our clients! Followed by some fun at the Twins game with colleagues!