"The Best Financial Plan
is to Make Money."
We invest in businesses,
not funds or packaged products.
This provides greater transparency
and control while reducing costs.
Most importantly, our clients
know where their money is.
When you invest in a business,
it should be one that is so good that you
would be happy if all your money was in it.
In other words, a business good enough that
diversification is not necessary.
Most wealth managers
practice some form of diversification.
That is, using a shot-gun approach
that spreads money around,
hoping that something will work.
Instead, Fiduciary Wealth invests in
carefully targeted businesses that
have a history of creating wealth.
"No actively managed stock or bond funds
outperformed the market convincingly and
regularly over the last five years."
The New York Times
Fiduciary Wealth offers
unbiased investment advice that is
free from the influence of
commissions, incentives, sales goals, quotas,
bonuses, or contests.
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.
Not take possession of any client assets.
