Our Services

Where our expertise meets your unique needs
Structured Investing

Our investing philosophy is based on over 80 years of financial market data and Nobel Prize-winning economic research and strategic partnerships.

Tax Reduction

We have saved some of our clients over $100,000 in taxes per year! Experience may vary, but let us proactively seek ways to reduce your tax burden.

Dream Meeting

The Dream Meeting ™ is when we explore what you want to achieve with your financial goals. We consider all your desires for your retirement, your family and the legacy you want to leave.

RETIREMENT PEACE

We provide solutions designed to potentially provide for your needs for the rest of your life. This plan is intended to bring you financial security in your golden years.

Rich Wagner

Several Highlights of Rich's Credentials
About:

After being sold an unnecessary and very expensive insurance policy while he was pinching pennies to make it through graduate school, Rich has been passionate about helping people avoid costly financial mistakes. He is focused on helping people reduce their largest expense – Taxes! Rich has helped several clients achieve over $200,000 in new annual tax deductions that they didn’t know they had been missing for many years. Rich served in the tax department at Deloitte and Touche, and was the senior financial officer for RxAmerica, a $450 Million company, and managed over $25 Million in assets as treasurer. As CFO for other companies, he has raised over $38 Million in private company funding and is currently a co‐founder/ Managing Member of Valued Wealth Advisors. Rich is one of the top advisors in the nation for Loring Ward, a firm who manages over $13.4 Billion in assets. He is a licensed CPA, investment advisory representative, real estate agent [inactive], and real estate securities representative.

  • Former CFO of $450 Million Company
  • Over 95% Client Retention

    2003-2013

  • Magna Cum Laude Graduate

    Top 5% Graduating Class Brigham Young University School of Accountancy

  • CPA, MAcc, AIF, IFG Elite Advisor

    20+ years of certifications

Our partners

World-Class Expertise and Experience
Charles Schwab
Charles Schwab
$2.61+ Trillion in Client Assets
Charles Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.
Dimensional Funds
Dimensional Funds
$415+ Billion in Managed Assets
Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional’s mutual funds are designed to meet the needs of professional investors, and the firm’s resources are devoted to improving these strategies wherever possible. Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Valued Wealth Advisors.
Loring Ward
Loring Ward
$13.4+ Billion in Managed Assets
Since 1992, Loring Ward has provided portfolio management and back-office services to a select group of the nation’s most knowledgeable and successful independent financial advisors. These services include client reporting, portfolio management, operational processing, securities trading and educational-training support.
IFG
IFG
Independent Financial Group
Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through a team of independent financial professionals. These representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds. Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California.

Let us help

We will send you a personal email to answer any questions about your financial position