Our team is bound by a fiduciary standard that places our clients’ interests ahead of our own. We operate on a fee-only (non-commission) basis and are committed to providing comprehensive advice that puts you first. Every decision we make is in your best interest. We stand apart from broker-dealers and registered representatives who are only obligated to provide you with suitable investments – not necessarily the investment choices that are in your absolute best interest.
Everything we do is designed to help you build wealth, remove obstacles and accomplish your goals in a highly personalized, holistic approach that aligns with your goals, needs, risk tolerance and investment objectives.
Get to know us by scheduling a 15 minute, no-obligation call by clicking here.
As fiduciaries, Bob and his team are required by law to always act in our clients’ best interests. We answer to a higher standard.
Fiduciary or suitability? Understanding the difference.
Is your broker legally required to put your interests first or does he work under a less restrictive suitability standard? Your financial health may depend on the answer.
Click Here to learn more about the difference. You may then want to ask your broker if they are held to the higher Fiduciary Standard.