WHO WE ARE At Values Added, we’re passionate about helping progressives build financial lives they feel good about. We do it by supporting them in leveraging their wealth to make an impact and live a joyful life. At the heart of our approach is tax-efficient planning, a fusion of impactful charitable giving and sustainable practices. Ensuring our clients' values are reflected in their portfolios is just the beginning. Beyond that, our financial planning services are tailored to transform our client's aspirations into the lives they've always imagined. We take a team approach to serving our clients and believe bringing together different backgrounds, experiences, and thinking leads to superior results. That’s why we strongl