Today the financial world changes on a daily basis. Our firm is committed to staying current with todays trends while still maintaining a one on one relationship with our clients.
We focus on keeping our technology up to date by maintaining a paperless office as much as possible by using modern technology like DocuSign for account forms. We value your time and try to make the process as easy and quick as possible. We value securing your information by using encryption on all electronic communications that involve personal information.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
"Work is a time period in your life; it shouldn't be your life"
Think about that for a second, too many times people spend more time working than enjoying life. You should spend more of your time enjoying life doing the things you want to do.
We want to help you gain the Financial Freedom to do the more in your life.
At Cedar valley Wealth Management, we value family and therefore have a strong work life balance tradition.
It is very important for us to get to know you and your family as we feel this is more than just about the dollars and cents. We want to know more about what is important to you and your family.
Hello! My name is Juan Rodriguez and I am the President and CEO of the company. I'm also an Investment Advisor Representative.
I consider myself a Relationship Manager; my goal is to give you advice and recommendations on all financial and non-financial matters. Meaning we care for you as a whole! It's more than just about money, it's about what your needs are and what are the concerns you need help with today and in the future.
We make recommendations based on what you want, not what we want! We take the time to listen to you and make recommendations that make sense for you.
Our client base is very diverse and ranges from those just starting out to clients looking for continued guidance as they navigate life in their retirement years.
Our average client characteristics are retired professionals, retired doctors, farmers, small business owners and young professionals.
If you would like to have a person who will get to know you and not make you feel like a number while giving you a different experience than where you are today give us call and let’s talk about you.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.