Networth Management has been an independently held boutique financial services firm since its inception in 1995. We provide tailored Values-Based Financial Planning™ and specialize in helping our clients achieve their true life goals. We are by design a small, independent and highly regarded, serving a finite number of clients in a close client community.
The Unique Financial
Concerns of Women
Multi-Generational Wealth Management
Work Optional Goals
Business Strategies and Succession Planning
Risk Management and Family Security
We Aren't Just Financial Advisors
We're parents, children, community leaders & entrepreneurs.
Our "Values-Based Financial Plan Process" is simple
The introductory meeting is designed to clarify and understand each client’s unique concerns, values, passions, and dreams.
The Financial Road Map™ helps you get crystal clear on your current financial position and outlines a simple action plan that will help you accomplish your goals.
Have peace of mind knowing you have a plan to realize your true-life-goals.
Provide the confidence that you are on track to achieve your goals for your reasons.
Top Rated Advisory Firm
Networth Management has been awarded the “Top Rated Financial Advisory Firm” award by AdvisoryHQ.com in 2018
What our clients say about us
— D & L Phillips
"We like the stability provided by Reagan and the Networth Team. Over the years a great relationship has been created because of the level of knowledge, comfort and sense of humour that is present in our meetings together. We feel very comfortable being served by Networth Management."
— John & Michelle Bergen
"We choose to work with Reagan and Networth because they are professional, thorough, and approachable. If we have an idea they give good knowledgeable advice around the reasons it is good for us or not. It is refreshing to deal with an organization that is honest, genuine, and has integrity. We never feel pressured as Reagan listens well before providing any advice."
— Mark & Gladys Verhelst
We have been benefiting from Networth’s guidance since 1996. We like that the service we receive is focused on more than just the amount of money that we have to invest. They helped us to understand and define the values that are important to us, and from these values identified the financial requirements required for us to sustain a life-style in retirement that aligns with the values. Once the financial requirements were known the right investment approach was then developed.
In our regular progress meetings we review how we are progressing towards our financial target, discuss if any of our values or goals have changed, review any changes in our lives that may impact our goal, and then together we discuss if any changes should be made to our investment approach.
Meet our Team
Financial Clarity and Peace of Mind for Successful People Since 1995.
Claudine Pflug is the official Operations Manager for Networth Management, which means she’s the most amazing secretary. She answers the phone, and prepares for client meetings. She’s the mother of 4 beautiful children and enjoys working with her husband Reagan. She loves spending time at the barn with her horses, taking pictures and listening to country music. She actively participates in an online photo community called Flickr, where she developed her excellent photography skills.
Reagan Pflug has been in business serving clients since 1996. In an effort to serve clients at the highest level he holds the Certified Financial Planning designation and has instituted the "Values-Based-Financial-Planning™" way of helping people. Through "Values-Based-Financial-Planning™" our client community is able to align their deepest held values with their most important financial goals using a personalized Financial Road Map™.
Managing Your Money Doesn’tHave To Be Complicated
When you have a plan, you can make decisions confidently, knowing that you're living your life intentionally.