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Values Quest

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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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Market Thoughts

PETER’S Points of INTEREST

INDEPENDENT MARKET OBSERVER

Words of Wisdom

Words of Wisdom

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

Walt Disney

By three methods we may learn wisdom: First, by reflection, which is noblest; Second, by imitation, which is easiest; and third by experience, which is the bitterest.

Confucius

It’s not what you look at that matters, it’s what you see.

Henry David Thoreau

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

William Arthur Ward

The true sign of intelligence is not knowledge but imagination.

Albert Einstein

Be as you wish to seem.

Socrates

Everyone has been made for some particular work, and the desire for that work has been put in every heart.

Rumi

Look deep into nature, and then you will understand everything better.

Albert Einstein

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

Nelson Mandela

Be happy. It’s one way of being wise.

Sidonie Gabrielle Colette

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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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