Fiduciary Financial Services provides individual investors, privately-owned businesses, professional practices and trusts with the guidance needed to achieve their financial goals. Founded in 1990, we leverage our collective experience and expertise to take the anxiety out of investing by designing customized portfolios specifically for you.
We'll help you grow and enjoy your assets today and preserve your wealth for the future. Over time, our hands-on approach and emphasis on service have fostered a strong mutual trust between our team and our loyal clients. In fact, the vast majority of our largest client relationships have continued for at least 10 years and, for over half of those clients, we've managed accounts for more than 20 years.
We'll help you grow and enjoy your assets today and preserve your wealth for the future. Over time, our hands-on approach and emphasis on service have fostered a strong mutual trust between our team and our loyal clients. In fact, the vast majority of our largest client relationships have continued for at least 10 years and, for over half of those clients, we've managed accounts for more than 20 years.
Services
For nearly 30 years, our team of financial professionals and client service experts have made it their mission to serve the needs of our clients with a level of care that goes well beyond traditional financial planning. FFS Wealth Management takes a team approach to managing your wealth and building your future.
We believe an actively-managed diversified securities portfolio can deliver better results than an unmanaged index or algorithmic trading program. Through the years, we've honed a deep understanding of the many factors that can influence markets and investment returns, including economic and political trends.
The scope of our services goes beyond investment recommendations. We provide advice and coordination across various facets of your financial life to ensure all your assets are working toward a common goal. We help you define and document your goals, then implement an investment plan to help you reach them.
To establish a new account at B. Riley Wealth Management, you will need to provide certain information to initiate transfer of assets from an existing account into a new account here. We will provide you with a complete set of account documents for each of the accounts you wish to transfer. These documents may be delivered by mail or email, depending upon your preference.
Paul Dietrich, B. Riley Wealth Management's Chief Investment Strategist, provides insightful, informative analysis of the U.S. and global economies and markets. He also leads the firm's Investment Solutions group in the design and management of investment programs and asset allocation strategies suited to individual investors, retirement funds and institutional clients.
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