Value Wealth Management Employee Directory

Value Wealth Management LLC is a personal financial planning firm registered with the Securities and Exchange Commission ("SEC") as an independent Registered Investment Adviser. The File Number is 801-69158. The firm consists of a limited liability company doing business as Value Wealth Management LLC. We were previously known as Svanoe & Thompson... LLC. These questions and answers are a summary of our ADV registration filed annually with the SEC. What services do you provide? We provide open-ended access to professional advice and guidance regarding all of your financial issues. This comprehensive service is proactive in helping you with tax, investment and retirement issues, estate planning, insurance protection, etc. as needed by you (and your family). We serve as the advisor who knows all aspects of your financial life and can help to coordinate other advisors and service providers who do not have the complete picture of your affairs. We are not licensed to sell any financial products and earn no commission from the financial products we recommend. We manage investment portfolios for clients based on our own research and portfolio risk-management process. Who are your clients? Our clients vary in age and have a variety of family circumstances, but are similar in their committment to financial success. Some of our clients are young professionals who are eager to begin planning for their future. Others clients are persons in the wealth accumulation stages of their lives, taking advantage of peak earning years to prepare for retirement. Finally, some of our clients are retired persons, for whom the focus is managing cash flow from retirement income and investment sources, and sharing wealth with family members and charitable interests. Our clients include multigenerational family members, single persons, married couples, and widows and widowers. Who can benefit from your services? Anyone who has financial, tax, investment, or estate questions, or who wishes to plan prudently for his or her financial future. ...Read More