FIDUCIARY

What is a Fiduciary Financial Advisor?

The word “fiduciary” comes from the Latin “fiducia,” meaning “trust.”  We believe that trust is the bedrock to any meaningful and long-lasting relationship.  Our clients put their faith in us, not only to help themselves succeed throughout retirement, but often their friends, family, and members of their community.

 

FIDUCIARY OATH

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

 

“We adhere to the fiduciary standard with our clients”

LOREN SHERMAN

CFP, RICP, AIF, CRC, CKA

LOGAN QUECK

CFP

CONTACT
833.279.7227

info@integrityguidance.com

CONNECT

 

Integrity Wealth Management is a BBB Accredited Financial Service in Waukee, IA