A Higher Standard of Care - Fiduciary & Fee-Only…
We work in a fiduciary capacity when managing assets and providing advice. As fiduciaries, we put your interests first. We provide written disclosure to you prior to our engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which may compromise our impartiality or independence.
We work exclusively on a fee basis. We do not receive commissions or any other form of compensation from investment product vendors, etc. Nor do we receive referral fees from other professionals whom we may refer you to for expertise outside of our compentencies (e.g., attorneys, tax professionals, real estate professionals, etc).