"The Best Financial Plan
is to Make Money."
We invest in companies that have a
history of creating wealth.
By avoiding funds and packaged
products we provide greater transparency
and control while reducing costs.
Our clients know where their money is invested.
"No actively managed stock or bond funds
outperformed the market convincingly and
regularly over the last five years."
The New York Times
12-2-2022
Most wealth managers practice
some form of diversification.
That is, using a shotgun approach
that spreads money around,
hoping that something will work.
Fiduciary Wealth invests in
carefully selected businesses that have
outstanding track records of wealth creation.
Fiduciary Wealth offers
unbiased investment advice that is provided
under the strict fiduciary standard of care.
Our Fiduciary Pledge is to:
Always place clients' interests first.
Remain independent from
banks, brokerages or insurance companies.
Provide fee-only advice that is not influenced
by corporate quotas, commissions, sales contests
or bonuses.
Be completely transparent about clients'
investments, costs and terms.
Use an independent third-party custodian to
hold and account for client assets.
