Broker Check

Fiduciary Responsibility TEST

In the world of investment advice, the "fiduciary duty" is defined by law as a requirement for an investment adviser to act in the best interests of his/her clients, putting the clients' interests ahead of their own at all times.  Under the fiduciary duty, a financial adviser must provide recommendations that they believe are the very best for their client.

Our advisers operate under the "fiduciary responsibility" with regards to client assets.  This means that we believe in acting solely in your best interests in situations that require great trust, honesty and loyalty.  We set aside any and all personal motives, to provide you with highest standard of care.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.