Fiduciary Statement
What is a fiduciary?
Under the U.S legal system, a fiduciary duty is the legal term describing the relationship between two parties that obligates one to act solely in the interest of the other. The party designated as the fiduciary owes the legal duty to a principal, and strict care is taken to ensure no conflict of interest arises between the fiduciary and his principal. (www.investopedia.com)
Our Commitment
Our Fiduciary duty is the ethical obligation to act solely for our client's best interest in dealing with their personal finances. Information that is shared with us from clients will remain private.