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Value Wealth Management LLC combines comprehensive financial advice and active investment management to give clients the best possible opportunity to achieve their financial objectives. As an independent, fee-only registered investment advisor, the firm is able to develop long-term client relationships that are free of the typical conflicts of interest and product sales process that is an industry norm. In fact, more than half of the firm’s clients have been with Value Wealth Management for longer than ten years.
Value Wealth Management works with clients throughout all phases of their financial lives, coordinating the efforts of other professional advisors and ensuring that each element of the client’s financial situation is consistent with his or her goals.