We are fiduciaries 100% of the time, which is an enormous benefit to you. Do you want an advisory team that is totally committed to doing the right thing and looking out for your best interests ALL of the time, or just in certain circumstances? As a Registered Investment Advisory firm, we do not have broker-dealer conflicts of interest, so you can have confidence that our advice is based solely on your best interests, not on meeting quotas, sales contests, or other financial goals those big firms inevitably have. They must answer to shareholders’ drive for profits. Our only goal is taking care of our client families and being the best of the best. Being a true fiduciary means we must always unconditionally put our clients’ best interests ahead of our own, regardless of the circumstances.
