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 decades for your heirs, beneficiaries and charities. Therefore, it is crucial to work with a firm you can trust - one that 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 what the differences are between Fiduciaries and Brokers. A Fiduciary is someone who has a  legal obligation to act on anothers best interest. A Broker is someone who facilitates a financial transaction between two parties, often receiving a one time commission for their services.