Fiduciary duty
We believe in placing our client's best interests first.
A fiduciary is legally obligated to act solely in the client's best interest, not the investment firm's.
What a fiduciary is
Legally obligated, not merely well intentioned.
When deciding to work with a financial professional, an important consideration is whether the professional is acting as a fiduciary. What is a fiduciary and why is it so important? A fiduciary is legally obligated to act solely in the client's best interest, not the investment firms.
At BW Wealth Management, we always strive to put your best interest first. As fiduciaries, we hold ourselves to the highest standard of integrity and loyalty to our clients.
The commitment
We believe in placing our client's best interests first.
Therefore, we commit to the following four fiduciary principles:
- 01We will always put our client's interests first.
- 02We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
- 03We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
- 04We will fully disclose and fairly manage, in our client's favor, any unavoidable conflicts.
Signed
Steve Boeckmann, CFP® TPCP® ChFC® CRPC®
David Wyzgowski
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
Next step
Start with a conversation, not a pitch.
An initial conversation, at no cost and no obligation. We look at what you have and how it is currently taxed before anyone recommends moving anything.
Scottsdale and the greater Phoenix valley · Monday to Friday, 9am to 5pm