YourValues Wealth Counsel
@yourvalueswealth.com
Independent, values-first wealth counsel in Charleston, SC. Founder Jay Wertz helps you align your money with what matters on an hourly or retainer basis, rather than with a fee tied to your assets.
YourValues Wealth Counsel's Company Logos
YourValues Wealth Counsel's Brand Colors
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Color name
RGB
HSL
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#A4703B
Cape Palliser
164, 112, 59
30, 47, 44
0, 32, 64, 36
#1B1B1B
Cod Gray
27, 27, 27
0, 0, 11
0, 0, 0, 89
#9A9A9A
Dusty Gray
154, 154, 154
0, 0, 60
0, 0, 0, 40
About YourValues Wealth Counsel
YourValues Wealth Counsel provides independent, fee-only financial guidance designed to help individuals and families align their wealth with what matters most to them. Founded by Jay Wertz, CFP®, CAP®, the firm draws on his more than 30 years of experience advising individuals and multigenerational families. Its approach begins with clients’ values, priorities, and aspirations, then helps them understand how their financial resources and plans fit together.
The firm offers counsel on financial life planning, retirement, investments, taxes, estate and legacy planning, charitable giving, and family wealth communication. It serves people nearing or in retirement, families facing major financial decisions, multigenerational households, charitable individuals, and those seeking a second opinion or guidance while managing their own finances.
Clients engage Wertz directly on an hourly or retainer basis, paying for his time and advice rather than investment management. There is no requirement to transfer assets or change existing arrangements; he can work alongside current advisors or directly with clients.
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