Green Valley Wealth Advisors Employee Directory
Financial ServicesCalifornia, United States11-50 Employees
Green Valley Wealth Advisors offers guidance to help savers grow their wealth & protect their assets. We hope you find enlightening economic & financial education & commentary (and feel free to share). Green Valley is a San Francisco based wealth advisory firm and an affiliate of Naples Asset Management Company (www.namcoa.com), a federally registered investment advisory firm (RIA). Green Valley Wealth offers a boutique wealth advisory experience to individuals, families and businesses looking to invest for the future. One that is unconstrained by hierarchy, commission-based investment solutions, or that has disparate business lines that could lead to a loss of vision in helping investors succeed. Our mission is to achieve an unequaled standard of excellence in our profession by providing comprehensive wealth management and bespoke investment consulting to our clients to assist them in making educated, intelligent financial decisions. Green Valley’s only product is competent and unbiased investment advice; we act purely as an advocate for our clients. And, we price our services fairly. I would say that one thing that differentiates our firm from other advisors is that we “think globally with a local perspective.” That is, we not only study the events that shape your life and goals, but also those trends and developments that shape the global investment environment, drive our economy and ultimately impact your investment portfolio’s performance. We believe that it's best to be unconstrained to the ideas that we bring to the table and implement within client portfolios – as long as each idea is thoroughly thought-through and benefits from inclusion in the portfolio. The advantages are… • Professional management – working as a “fiduciary” we place your goals and needs first and foremost and disclose potential conflicts of interest • Personalized Strategies – investment asset allocation geared to meet your specific needs and financial goals, individually built to help you meet your specific requirements for growth, income and preservation of capital • Comprehensive communications and performance reporting – direct communication with a senior investment manager whenever needed. You will receive complete documentation of your account and timely reporting of results • A unified fee, competitively priced, that encompasses a full range of wealth management services that we believe is the basis of a true partnership • Unfettered access to investment opportunities – seeking out the best investments to fulfill your goals and lifestyle With extensive experience in helping individuals to protect and grow their assets, I can help you get started (or restarted) on your road to financial independence and saving for your retirement, children's tuition, or paying off your mortgage. Securing your financial health is similarly important as maintaining your personal health. Please contact me to get started, and to effect positive change in your life. Plan for your future; invest in what matters. Learn more about Green Valley Wealth Advisors at https://gvwealth.com/ as well as Naples Asset Management Company at https://namcoa.com/
1-888-653-2347 
support@leadiq.com 
