Q: Are you always a fiduciary?
Q: Do you participate in any sales contests or awards programs with any vendors?
Q: Do you pay referral fees?
Q: Do you focus solely on investment management, or do you advise on taxes, estates, retirement, budgeting and insurance?
A: We provide comprehensive wealth management solution and often work with other professionals to determine the best recommendation.
Q: Do you earn fees for referring clients to specialists such as estate attorneys?
Q: Which professional credentials do you have?
A: Our professionals hold The Chartered Financial Analyst (CFA) designation, among others.
Certified Public Accountant (CPA)
Q: Who manages my money?
A: We do, and we invest our money in the same securities that we purchase for our clients.