Fiduciary Wealth
Investments with a History of Creating Wealth.
A FIDUCIARY FINANCIAL PLANNER
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 proven history of creating wealth.
He manages Fiduciary Wealth in a way that reflects his values:
- He specializes in investments with a history of creating wealth.
- 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 an independent
fee-only financial planner in Minnesota.
Fiduciary Wealth is different.
We believe investors should have access to better options than commonly offered investment products such as
mutual funds, annuities, robo-advisors, etc.
They often under perform and have high fees.
Instead of just "managing" wealth, we attempt to
harvest wealth from the markets for our clients.
We scan the entire market of companies seeking only those with a history of creating value.
We select only a few that have shown
sustained ability to create wealth.
We serve investors who seek to increase their net worth.
We specialize in investments that create wealth.
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Fiduciary Wealth is legally bound to
the Fiduciary Standard of Care.
We have no conflicts of interest from being
controlled by a bank, broker or insurance company.
We have no conflicts from commissions, bonuses or sales quotas.
We work only for our clients.
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.
We are a fiduciary and have no conflicts of interest.
Fiduciary Financial Adviser
