Our Fiduciary Pledge
1. Offer unbiased advice free from the influence of commissions, incentives, sales goals, quotas, bonuses, or contests.
2. Maintain independence from banks, brokers, and insurance companies.
3. Ensure complete transparency regarding investments, risks, costs, and terms.
4. Use an independent third party institution to provide safe-keeping and accountability for your assets.
5. Never take possession of your securities or funds.
Fiduciary Wealth pledges to:
Many advisers/financial planners say they are fiduciaries even though they have the above conflicts. Ask your financial advisor for a written copy of their fiduciary pledge.
