Fiduciary Wealth
Fiduciary Financial Adviser in Minnesota
If you own good companies,
diversification is unnecessary.
It's just that simple.
Fiduciary Wealth was founded by Curtis Purington.
Curtis has over 30 years of experience observing and analyzing markets.
He helps investors by focusing their money on investments with a
history of creating wealth.
He manages Fiduciary Wealth in a way that reflects his values:
- He focuses on investments with a history of creating wealth.
- He avoids over-diversification.
- He provides the fiduciary standard of care.
- He focuses on results.
Curtis resides in Eagan, Minnesota with his wife Chris and daughter Taylor (who he is very proud of).
He enjoys learning... science, history, religion, and of course investing.
Profit from his experience.
Fiduciary Wealth is supported by Nicole Hall.
With over 25 years of experience in the executive assistant field, Nicole supports Fiduciary Wealth's operations in a variety of ways and is committed to providing best possible service.
She lives in Eagan, Minnesota with her husband and two daughters and enjoys spending her summers on the St. Croix River.
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Fiduciary Wealth is a Registered Investment Adviser.
Registered Investment Advisers differ from
banks, brokers and insurance companies.
Registered Investment Advisers are fiduciaries by law.
Fiduciary comes from the Latin word
“fiducia” which means:
faith, confidence, trust.
This means we must place the interests of our clients first.
Conflicts with the client's interests can arise from
commissions, bonuses and corporate sales quotas.
These conflicts are common in the
brokerage, banking and insurance industries.
Fiduciaries are held to higher ethical standards,
have greater responsibility and are more limited in compensation.
Fiduciary Wealth is not controlled by any
broker, bank or insurance company.
We work only for our clients.
