WELCOME TO

VALUES BASED WEALTH MANAGEMENT

You did everything you had to do.
We help you do everything you want to do.

Let us take the complexity out of financial planning. It is an important responsibility.

The person you hire to help you plan for the future must be knowledgable, open, and trustworthy. They must understand your family’s dynamics, as well as your current and future goals. Above all, they must respect your values.

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.

Let us help you!

Let us take the complexity out of financial planning. It is an important responsibility.

The person you hire to help you plan for the future must be knowledgable, open, and trustworthy. They must understand your family’s dynamics, as well as your current and future goals. Above all, they must respect your values.

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.

Let us help you!

Our Team

Meet Brett W. Hagen

Founder and Director of Values Based Wealth Management

Brett has been advising individuals and families about financial matters for over forty years.

His approach is slow, methodical and empathetic. First, he establishes a warm rapport with clients, asking questions to make sure that he understands what is important to them. Brett conducts annual meetings with clients to review performance, reconfirm financial health goals, or make adjustments as economic or lifestyle conditions warrant.

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!

Let's Get Started!

We are here to help you! If you want to schedule a consultation, we will personally get in touch with you within 24 business hours. We are happy to talk with you in-person over coffee, over the phone, or via video conferencing. We are at your service to meet you whenever, wherever, and however works best for you!

PHONE
Office: 703-222-1300
Toll-Free: 800-765-8765
Fax: 703-222-1302

Contact Us

Contact Us

Let's Get Started!

We are here to help you! If you want to schedule a consultation, we will personally get in touch with you within 24 business hours. We are happy to talk with you in-person over coffee, over the phone, or via video conferencing. We are at your service to meet you whenever, wherever, and however works best for you!

PHONE
Office: 703-222-1300
Toll-Free: 800-765-8765
Fax: 703-222-1302

Contact Us

Contact Us

We are always developing new and better ways to serve our clients.

We're working on new resources all the time that will make it easier than ever to navigate the world of financial planning. Keep checking back!

In the meantime, you can reach Values Based Wealth Management at info@valuesbasedwm.com or (703) 222-1300.