The clients we serve span several generations, including recipients of sudden wealth, individuals facing life transitions, and retirees.
Our business model is designed to allow us to maintain the level of service needed to provide customized solutions.
Our clients value our ability to integrate their intentions for family and personal endeavors, community interests and their evolving life situations.
We have built our practice on a solid foundation of strategic financial planning and investment management. Our founding principal is a highly respected leader in her profession and provides individualized service to each of her clients.
Our long-held local presence in the local community, longevity of client relationships, and ongoing dedication to professional service reinforce the strength and stability of WealthValues.
We are committed to sound business practices and providing comprehensive financial advice. Our process facilitates our clients moving forward to achieve their goals with a sense of confidence.
As independent, fee-only advisors, we are not affiliated with any particular financial products or company. Our compensation is derived from the services offered, not by products tied to recommendations.
We provide objective and unbiased advice to our clients, in their best interest.