At WealthValues, we provide our clients with trusted, personalized and comprehensive fee-only wealth management services. As our clients experience various life transitions and market cycles, our focus remains on creating solutions aligned with their best interests.
We value the confidence our clients have bestowed upon us during our twenty-plus years of collective wealth planning service, and hold ourselves to the highest standards of ethics and integrity as stewards of our clients' well being.We are viewed as trusted advisors by our clients, the professional community, and the media.
We value the confidence our clients have bestowed upon us during our twenty-plus years of collective wealth planning service, and hold ourselves to the highest standards of ethics and integrity as stewards of our clients' well being.We are viewed as trusted advisors by our clients, the professional community, and the media.
Services
As financial advisors, we provide our clients with individualized and personal attention to facilitate a long-term, successful relationship. We emphasize quality interactions with our clients. As dedicated advisors, available to listen to and understand unique needs, we help manage the dynamic financial planning process as our clients' lives and the world change.
We believe in integrating financial planning with asset management. By taking a holistic and comprehensive approach in assessing particular needs and goals, we guide the development of an appropriate investment strategy. The value of our services lies in our ability to help clients focus their efforts, make solid strategic decisions, and gain a clear understanding of their financial situation and potential.
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.
Karen Goodfriend founded WealthValues in 2006. A CPA early in her career, Karen has also earned an MBA and two financial planning credentials, Personal Financial Specialist (PFS) and Certified Financial Planner (CFP(R)). Karen has attained a local and national reputation for her personalized service to high net worth clients.
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