What Makes Us Different
ABOUT 1028
1028 Wealth Management Associates is a full-service financial firm specializing in tax preparation, credit optimization, and business consulting. Our mission is to help everyday Americans build financial clarity, avoid costly mistakes, and position themselves for long-term wealth.
IRS Registered & AFSP Certified
Ethical, transparent, education-driven service
Tech-powered support through streamlined systems (HoneyBook, Skool, CDP)
Proven results for over 1,000+ taxpayers and entrepreneurs
Community-centered impact through 1028 Elevate
Our Founder
Patrice Valentine is an IRS-credentialed tax professional, educator, and financial strategist with 10+ years of tax industry and business experience. She specializes in wealth accessibility, tax law education, and financial system design for everyday Americans.
- Patrice Valentine
We believe that financial well-being shouldn’t be a source of stress. That’s why we’re dedicated to creating a supportive, friendly environment where you feel heard, understood, and confident in our expertise.
Contact us today for a free consultation and let’s make your financial life easier!
Our goal is to help people in the best way possible. this is a basic principle in every case and cause for success. contact us today for a free consultation.