It is important for us to enter into a advisory relationship with individuals for whom we are an ideal fit and with whom we can cultivate a life-long partnership. 

We expect potential clients to evaluate Valley Wealth Management to determine that they have a financial quarterback they can trust, and we use several criteria to assess whether we are the best fit for a potential client. 

We are most helpful to and fit best with clients who share our values and traits: honesty and transparency, strong core values with conservative beliefs, loyalty and appreciation, trust in each other once that trust is earned, a sense of humor, and a general zest for life. 

Our clients are also enthusiastic about referring friends and family who may have similar economic circumstances, needs and beliefs.