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"Every decision we make and every thought we have, whether we know it or not, is predicated on what our values are.  This is why before we make any financial decision, we must first determine what it is we value most."


Brett W. Hagen

Founder  

Managing Family Wealth

Managing Family Wealth is a very complex and important responsibility. A strong, open, and involved relationship must be created. The family's current dynamics, and current and future goals are discussed thoroughly. We start by examining what your values are.

For over forty years we at Values Based Wealth Management have been assisting families in protecting their wealth and establishing legacies by creating a well thought out and comfortable financial position. 

If you have ever felt overwhelmed by the process of financial planning... 

If you know that a strategy would make all the difference to your financial future...

If you have ever wondered how to find a financial professional who is both competent and trustworthy... 

If you have always suspected you could base your financial plans on something more meaningful than immediate needs and long range goals...

Values Based Wealth Management is your company!