We are VL Private Wealth

Diego Vallota, Founder and Managing Director of VL Private Wealth, has delivered successful wealth management strategy and planning for over 25 years. His career is dedicated to the intricate management of financial complexities for successful families and institutions. VL Private Wealth was founded on a client-centric philosophy that creates the best possible experience for each client’s unique situation. Our core values – trust, transparency, and accessibility – are a testament to the relationships we nurture.

In unison with Vonlehman CPA & Advisory Firm and VL Private Wealth, we've built a customized team to deliver unparalleled service and guidance that attempt to maximize all aspects of our client's wealth.

VonLehman CPA & Advisory Firm and VL Private Wealth are a separate entities.

With over 150 employees across Kentucky, Ohio, and Indiana, Vonlehman CPA & Advisory Firm is a progressive, full-service accounting firm - one of the largest private CPA and Advisory firms in the region. VonLehman & Advisory firm and VL Private Wealth are  separate entities. The Accounting firm has been recognized as one of the Cincinnati Business Courier's "Best Places to Work", the Cincinnati Enquirer's Top Workplaces, Inside Public Accounting's ''Top 200 Firms", and the Northern Kentucky Chamber's "Community Champion".

Stratos Wealth Partners, which maintains over $17 billion in assets under management, was recognized as one of the leading RIAs in the county by Barron’s 2022 Top RIA Firms rankings.* Barron’s has recognized Stratos on this list each year for five consecutive years, based on assets managed, revenue produced and quality of practice.

*The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets, managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of Clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.

Diego Vallota

Diego Vallota

For over 25 years, Diego has supported the wealth advisory needs of affluent families and institutions both international and domestic. Diego serves as a fiduciary, providing tax and business advisory services that go beyond typical investment practices. With the support of his team, he advises successful business owners in pre- and post-transaction planning, asset management, retirement planning, income planning, and philanthropic strategies.

Diego graduated from Denison University and has received specialized training in portfolio management, financial planning, and estate planning, from the Academy of Multidisciplinary Practice, Inc., and the Estate and Wealth Strategies Institute at Michigan State University. His international expertise was refined by way of a Spanish investment firm, where he spent years in Barcelona and the Canary Islands.

Diego was born in the Argentinian capital, Buenos Aires, and currently resides in Cincinnati, Ohio, with his wife and four children. He has jumped out of a plane not once, but twice, and his undeniable love for music is the inspiration behind his role as a guitarist in a rock cover band. In addition to music, Diego holds a wide range of hobbies including golf, tennis, pickle ball, and soccer, where he is a passionate supporter of FC Cincinnati, Boca Juniors, and Manchester City.

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