What is a “True Fiduciary”?
The word “fiduciary” is thrown around our industry a lot. The definition of the word is a person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own. At Wheelhouse Advisory Group, we think this should be a given, especially in the Financial Services Industry. In our opinion, Wheelhouse is a True Fiduciary, meaning that when we put together a plan for a client, we act as if we are developing a plan for our own families, taking the fiduciary duty a step further, and truly personalizing a plan to make sure that it encompasses security, freedom and predictability and that the client fully understands it.
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