Choosing a fiduciary financial advisor

Can give

you greater confidence.

With a fiduciary financial advisor, you’ll know that the person managing your money must make decisions in your best interest. In general, fiduciary financial advisors tend to have fewer conflicts of interest, and they’re required to disclose any potential conflicts of interest that they do have.

Financial professionals who earn commissions may be incentivized to sell their own products even if there are comparable products available at a lower cost. Fiduciaries must seek the best prices and terms for their clients. Thus, if you work with a fiduciary you’re more likely to end up with the product or recommendation that’s truly right for you.

In general, financial professionals bound by fiduciary duty tend to be more transparent. Fiduciaries must thoroughly discuss their decisions with their clients, providing all relevant information and pertinent facts. This makes it easier to help ensure you understand the decisions that are being made in regards to your assets and financial future.

While not all non-fiduciaries are necessarily bad actors, it’s easier to ensure that you’re working with someone who has your best interest if you opt to work with a fiduciary.

Where is all started

Established in 1990

Wealth Preservation Partners was formed in 1990 with the idea that we continuously keep our clients’ goals and values in mind. We strive to build and preserve wealth for our clients, allowing them the freedom to invest in what they care about. We look forward to hearing from you. For over three decades we have been providing custom financial plans as well as developing long-term relationships with our clients.

Our mission is to guide and educate individuals, families and business owners in maximizing their financial potential. We are committed to delivering the highest level of professional service possible while helping to identify and attain your financial goals.

~ Bob and Mike