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Wealth Advisor

Diego Vallota

Wealth Advisor

810 Wright's Summit Parkway

Fort Wright, KY





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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