Choosing an Advisor to manage your wealth is one of the most important decisions that you can make. It is a decision that will affect many decades of your life, as well as centuries for your heirs, beneficiaries and charities.
Therefore, it is crucial to work with a firm you can trust – one which is dedicated to understanding and addressing your specific individual goals and needs. Before you make a decision of which firm to use, watch this video, and learn about the crucial differences between Fiduciaries and Brokers.
A Fiduciary is someone who has a legal obligation to act on another’s best interest. A Broker is someone who facilitates a financial transaction between two parties, often receiving a one time commission for their services.