Fiduciary

Fiduciary may not be a familiar word, but it is a concept understood by most. A fiduciary MUST act in the best interest of the Client in all matters. A financial advisor held to a fiduciary standard occupies a position of special trust. FiscalWise accepts a fiduciary responsibility to our Clients in that we put their interests ahead of our own. We avoid all conflicts of interest. We shall not accept compensation from any party other than our Client. We shall not accept any referral fees or compensation that is contingent upon the purchase or sale of a financial product.

Our only incentive is to deliver on our promises. We are committed to providing credible and objective financial strategies that optimize the management of our Clients’ financial affairs.