Yes, we primarily work on a fee basis as fiduciary asset managers to our clients. When we provide a multitude of financial services as we do, then potential conflicts can arise. In those circumstances, we are transparent and disclose those conflicts of interest to our clients. In all cases, we work in the B our client’s best interests. Other wealth management may claim they are just fiduciaries, but they will also have conflicts of interest. For example, they may not provide you with services or products that will truly be in your best interest such as a 529 college saving plan for your grandchild, or a Long-Term Care policy for your spouse. Is it really in your best interest to not be educated by your wealth manager on such topics? Or to be referred out to another provider that may not understand your entire financial situation? We don’t think so. We believe that as long as you are informed of all of the conflicts, costs, and issues, you can still make an informed decision that is in your best interest. We, as your financial advisors, will be right there alongside you helping you consider the options and helping you choose the best wealth management strategy for you. For any inquiries or further information, do not hesitate to
contact us.