Our focus at Green Valley Wealth Management is on building strong, long-term client relationships. Our relationship with you and an understanding of your goals are the foundations upon which we develop and manage individual plans that meet your ever-changing needs. We provide extraordinary service, clear communication, and individualized planning for each client relationship.
Notable Experience and Resources
As CERTIFIED FINANCIAL PLANNER™ professionals, our fiduciary role assures you receive the highest standard of care in the industry. As a client of Green Valley Wealth Management, you have access to award-winning, institutional investing platforms and technology.
Our decision to work as an independent firm was intentional. Because we have no affiliation with banks, insurance or investment companies, our loyalty is to you – our client. Green Valley Wealth Management is committed to providing you access to a broad array of investment options and planning services designed to help you achieve your financial goals.
CERTIFIED FINANCIAL PLANNER™
During her twenty-year career in the financial industry, Phyllis has been committed to developing solid relationships with her clients.
Susan's career in financial planning is the result of a strong desire to work with clients to help them achieve their long-term financial goals.Susan holds the internationally-recognized professional CERTIFIED FINANCIAL PLANNER™...
Director of Client Services
Beth's primary duty is providing our clients personal attention and prompt service. From scheduling appointments to service items, Beth is our clients' primary point of contact.