Florida Fiduciary Wealth Management is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Fi-du-cia-ry: n - from the Latin fiducia, meaning "trust, " a person (or a business) who has the power and obligation to act on behalf of another and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation. Our motto is "Conservative Money Management". We research for the best investment strategy that will protect your funds.
Fi-du-cia-ry: n - from the Latin fiducia, meaning "trust, " a person (or a business) who has the power and obligation to act on behalf of another and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation. Our motto is "Conservative Money Management". We research for the best investment strategy that will protect your funds.
Services
Florida Fiduciary Wealth Management doesn't give different advice to women vs. men. However, our experience has shown that women "stay the course" and are not overly-concerned with the day-to-day fluctuations. We also understand that women, in general, are far more interested in peace of mind over performance.
The Registered Fiduciary certification identifies financial professionals that have met the necessary requirements to serve in the important new role of Fiduciary Advisor. RF certified professionals are identified as having met the highest fiduciary standard in the financial industry. The RF certification is continuously being updated to reflect the most recent regulatory, marketplace and technology changes.
In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks.
The following questionnaire, prepared by Cambridge Investment Research, helps Florida Fiduciary Wealth Management advisors determine your tolerance for risk in your investments. Please include your phone number and/or your e-mail, so we may confirm receipt of your information. When we've analyzed the results of your Risk Tolerance Questionnaire, we will contact you again to go over strategies that suit your profile.
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