Fiduciary Standard


Our approach to working with clients is based on the role of being a Fiduciary


fi·du·ci·ar·y [fi-doo-shee-er-ee]

Latin meaning "Trust". Refers to a business or person who may act for another with total trust, good faith, and honesty who has the complete confidence and trust of that person. The fiduciary has more knowledge and expertise about the matters being handled and is held to a higher standard of conduct and trust than a stranger or a casual businessperson. Conflicts of interest must be avoided where the fiduciary's interests are not in the best interest of the person who trusts him/her/it. The beneficiary's best interest should be primary.

-- West's Encyclopedia of American Law

As your fiduciary, it is very important to understand how we will be helping you achieve your goals. Items below outline what each of us needs to do to in order to make your investment and planning process successful.

  • Partnership - Be proactive and dynamic with our planning in regard to the ever-changing landscape of finance, making certain we help you make smart decisions with your money.
  • Knowledge - Provide interesting information that will keep you up-to-date on the world of finance and investing.
  • Respect - We display personal and professional integrity and treat others with the same level of respect that we deserve.

As your wealth management team, we will try to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals... and chat about a great game or check in to talk about your island vacation!

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