

At Values Added, we’re passionate about supporting people who want to leverage their wealth to make an impact and live a joyful life.
The below case studies are hypothetical composites based upon our client experiences.
The Values Added Experience
Hear from our clients about their experience working with the Values Added team.
We help clients choose the social impact strategy that’s right for them:
Avoid problem industries
Abstaining from companies doing things they don’t want to be a part of.
SPEAKING UP
Remain invested in major companies to use ownership positions to move them in a good direction.
IMPACT INVESTING
Lending money at low interest rates to organizations that empower people who need it.
INVESTING IN CHANGE
Focusing investment decisions on fundamentals and using surplus to directly invest in organizations that are fighting for a better world.

What It Costs
To learn more about how we help people and what it costs, schedule a time to meet our team or view our pricing on our service page.
How Do I Get Started?
We kick off all of our relationships with a getting-to-know-you meeting. We’ll chat for around an hour and determine if we’re a good fit. We’ll ask you questions about your goals, the role money plays in your life, and what kind of help would be useful to you – and we’ll answer any questions you have about us, as well! Ready? We can’t wait to speak with you.