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Values Quest

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Welcome
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Let us help you forge your path.
…So you can enjoy your outlook on life.
Let us take you to where your dreams are…
We’ll show you the way.

Partner with an Expert

Partner with an Expert

No matter what your level of wealth, working with us can help you pursue your goals, Together, you’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs.

Create a Comprehensive Plan

Create a Comprehensive Plan

By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future.

Support Your Financial Goals

Support Your Financial Goals

Working together with us will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.

Welcome to ValuesQuest

Welcome to ValuesQuest

We are a full service financial consulting firm that goes beyond what’s expected. Our client discovery sessions are designed to uncover what you really value and what you are on quest to fulfill, then we create the plan with you to keep you on course.

Our partnership with existing clients is invaluable and we enjoy the collaboration and opportunity to create plans that provide peace of mind.

Why Choose ValuesQuest

Why Choose ValuesQuest

CREATE - a future that inspires you with our unique approach to planning.

WEALTH - is the ability to fully experience life and we empower you in living life fully.

NOW - is the moment that matters most and we plan for tomorrow so you can live in the now.

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PETER’S Points of INTEREST

INDEPENDENT MARKET OBSERVER

Words of Wisdom

Words of Wisdom

Do not go where the path may lead, go instead where there is no path and leave a trail.

Ralph Waldo Emerson

You always have two choices: your commitment versus your fear.

Sammy Davis, Jr.

Be as you wish to seem.

Socrates

A good head and a good heart are always a formidable combination.

Nelson Mandela

Everything that irritates us about others can lead us to an understanding of ourselves.

Carl Jung

If you’re trying to achieve, there will be roadblocks. I’ve had them; everybody has had them. But obstacles don’t have to stop you. If you run into a wall, don’t turn around and give up. Figure out how to climb it, go through it, or work around it.

Michael Jordan

To be yourself in a world that is constantly trying to make you something else is the greatest accomplishment.

Ralph Waldo Emerson

Be happy. It’s one way of being wise.

Sidonie Gabrielle Colette

The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.

William Arthur Ward

The more you like yourself, the less you are like anyone else, which makes you unique.

Walt Disney

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Address:
2720 East Camelback Road Suite 200 Phoenix, AZ 85016

Phone:
Main: (602)765-2224
Fax: 602.296.0207

Email:
peter@valuesquest.com

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UNDER DEVELOPMENT

This communication is strictly intended for individuals residing in the states of
AZ,CA,FL,IL,NM,OK,PA,SD,UT,WI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration
requirements regarding investment products and services.

Fixed insurance products and services offered through CES Insurance Agency.

Securities and advisory services offered through Commonwealth Financial Network^®.
Member FINRA, SIPC, a Registered Investment Adviser.
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