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Mission Statement

At Green Valley Wealth Management, we have the client—and only the client—in mind.

We help make independence possible for our clients by creating custom financial and life solutions, and by always doing what is best for them. We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional. 

Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.


If this sounds like the kind of relationship you want with your advisor, read Who We Serve to see if you are potentially a good fit for our firm.

Who We Serve