Fiduciary

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We believe in placing our clients’ best interests first. Therefore, we commit to the following five fiduciary principles:

  • We will put our clients’ best interests first.
  • We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  • We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
  • We will be honest with our clients.
  • We will disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.

Gregg N. Gonzalez, Certified Financial Fiduciary®, CFP®

Kyle Fitzpatrick, Certified Financial Fiduciary® CFP®