The Salvetti Group

What The Salvetti Group does

The Salvetti Group is a privately held wealth advisory practice operating as Central Valley Advisors, LLC, an SEC-registered investment adviser headquartered in Sacramento, California, with a secondary office in Stockton. The firm serves five primary client segments: business owners, corporate executives, affluent families and individuals, pre-retirees, and retirees. Its service offering spans financial planning, investment strategies, portfolio management, retirement planning, business planning, education planning, longevity planning, and risk management, delivered as a holistic advisory relationship rather than product sales.

The firm is led by Managing Partners Nick Salvetti and A.J. Salvetti III (both CFP® and CRPC®) and Partner & COO Lacey Fonseca (CFP® and EA), supported by a Relationship Manager, Chief Compliance Officer/Senior Client Associate, Office Manager, Senior Client Associate, and a Client Reporting and Analytics Specialist — a total team of eight. The underlying technology is built around the Raymond James Client Access portal, which provides clients account viewing, mobile deposit, document storage via Vault, paperless delivery, and secure two-way communication with advisors. The firm is registered as an investment adviser with the SEC and recommends Raymond James for brokerage services, receiving compensation as described in its Form ADV disclosure brochure.

Revenue is generated through fee-based investment advisory services under a subscription-style recurring model, with annual billing cadence and specific fee structures described in Form ADV Part 2A. Pricing is not publicly disclosed. Customer acquisition is primarily referral-driven and relationship-led, supplemented by educational content on the firm website, a LinkedIn presence, and community involvement with local Sacramento-area organizations. The firm operates only within California and has no disclosed external capital, parent company, subsidiaries, or acquisition history.

Name

The Salvetti Group

Legal name

Central Valley Advisors, LLC

Website

https://thesalvettigroup.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

The Salvetti Group is a Sacramento-based, SEC-registered investment adviser (Central Valley Advisors, LLC) that provides fee-based wealth management, retirement, business, and longevity planning to affluent individuals, business owners, corporate executives, pre-retirees, and retirees across Northern California.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Wealth advisory services
• Retirement planning services
• Financial planning services
• Investment advisory services
• Portfolio management services

Headquarters

HQ city

Stockton

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services as a SEC-registered investment adviser. The firm recommends Raymond James for brokerage accounts and receives compensation for services as described in their Form ADV disclosure brochure.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

The Salvetti Group, operating as Central Valley Advisors, LLC, is an SEC-registered investment advisory firm that provides personalized wealth management and financial planning services. The firm delivers comprehensive advisory solutions spanning financial planning, investment strategies, portfolio management, retirement planning, business planning, education planning, longevity planning, and risk management to affluent individuals, business owners, corporate executives, pre-retirees, and retirees, recommending Raymond James as its primary brokerage services provider.

Product overview

The Salvetti Group is a registered investment advisory firm offering comprehensive wealth management services through a unified advisory platform. The core offering combines Financial Planning, Investment Strategies, and Portfolio Management, supported by specialized services including Retirement Planning, Business Planning, Education Planning, Longevity Planning, and Risk Management. The firm also provides clients access to a proprietary Client Access Portal powered by Raymond James for account management, mobile deposits, document storage, and secure advisor communication. The firm serves diverse client niches including Business Owners, Corporate Executives, Families & Individuals, Pre-Retirees, and Retirees.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive wealth management planning services addressing clients' financial needs and life goals, focused on personalized guidance and recommendations for overall wealth management.
• Investment Strategies Strategic investment approaches tailored to client objectives, risk tolerance, and long-term financial goals.
• Portfolio Management Active management and oversight of client investment portfolios, focusing on diversification, asset allocation, and performance optimization.
• Retirement Planning Planning services to help clients prepare for and navigate retirement, including income strategies and withdrawal planning.
• Business Planning Financial planning services tailored for business owners, including succession planning and business transition strategies.
• Education Planning Planning services to help families save for and fund educational expenses, including 529 plans and other education savings vehicles.
• Longevity Planning Long-term planning services focused on ensuring clients have sufficient resources throughout their lifespan, including long-term care considerations.
• Risk Management Assessment and management of financial risks, including insurance planning and portfolio risk analysis.

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• SignatureFD: SignatureFD is a fee-only wealth management firm serving high-net-worth individuals, executives, and business owners with integrated financial planning, investment, and tax services — closely aligned with The Salvetti Group's concierge, planning-led positioning.
• Aspiriant: Aspiriant is a large, fee-only registered investment adviser headquartered in California that serves high-net-worth individuals, executives, and business owners with comprehensive financial planning and investment management — directly overlapping The Salvetti Group's planning-led, multi-niche RIA model.
• Carson Wealth: Carson Wealth is a national RIA offering comprehensive wealth management, financial planning, and retirement income planning to affluent individuals, executives, and business owners — closely aligned with The Salvetti Group's five-segment client model.
• Buckingham Strategic Wealth: Buckingham is a national RIA providing fee-only financial planning and wealth management to affluent individuals and families, with a planning-first culture and partnership model for breakaway advisors — comparable in service mix and target segments to The Salvetti Group.
• Ronald Blue Trust: Ronald Blue Trust is a fee-only RIA providing comprehensive financial planning, investment management, and tax services to high-net-worth individuals and families — directly comparable to The Salvetti Group in its planning-led, fiduciary RIA positioning.

Broad incumbents

• Creative Planning: Creative Planning is one of the largest independent RIAs in the US, offering comprehensive financial planning, investment management, and retirement planning nationwide — overlapping The Salvetti Group's core offerings but operating at vastly greater scale.
• Mercer Advisors: Mercer Advisors is a large national RIA specializing in comprehensive financial planning, investment management, and tax services for high-net-worth individuals and retirees — broadly comparable to The Salvetti Group's planning-led, multi-segment model.
• Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the US, providing financial planning, investment management, and retirement planning to a broad affluent and mass-affluent client base — competing for the same pre-retiree and retiree segments as The Salvetti Group at significantly greater scale.
• Mariner Wealth Advisors: Mariner Wealth Advisors is a large national RIA providing comprehensive wealth advisory, retirement, and estate planning to high-net-worth individuals, families, and business owners — comparable in service breadth to The Salvetti Group but at institutional scale.

Emerging players

• Apollon Wealth Management: Apollon Wealth Management is a fast-growing RIA partnership network serving high-net-worth individuals with comprehensive financial planning — comparable in target client and planning-led approach to The Salvetti Group, though operating as an aggregator with multiple partner firms.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/the-salvetti-group
• Facebookfacebook.com/100068108131503

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Salvetti Group