Bullhead City, AZ Fiduciary Services
What Does Fiduciary Mean?
An individual or a group of people can trust another person, known as a fiduciary, to manage their wealth. Your money and belongings are safe and well-cared for when they are looked after by a financial manager at Cornerstone Wealth Management. Your financial interests are always the primary consideration of a fiduciary, and clients can rely on the fact that the fiduciaries at Cornerstone Wealth Management will never breach fiduciary duty, but will always remain in line with their responsibilities.
What’s Fiduciary Responsibility?
As it is defined above, a fiduciary functions as an accountable party, managing the wealth of a separate individual or collection of people. A fiduciary responsibility is the requirement that a fiduciary must act in the best interest of the person who has allowed them control of their wealth.
Our Fiduciary Services
You can expect the following comprehensive fiduciary services at Cornerstone Wealth Management:
- Co-trustee and trustee services
- Methods to find success
- Brokerage account oversight, periodic planning and regular reviews
- Liaison between stockbrokers, attorneys, real estate agents, CPAs and other professionals
- Yearly or quarterly reports for client review
- Management of real property, coordination of healthcare services and real estate acquisitions
- Tips on investment
What are the Benefits of a Professional Fiduciary?
- Your finances will never be placed in jeopardy if you employ a professional fiduciary. They understand that you may decide to trust your wealth to someone else and will not penalize you for doing so.
- There’s one goal for our team of fiduciaries: to manage your money efficiently. Your money won’t ever be used for outside interests or loans when it’s run by an expert.
- Regardless of what your personal financial situation may dictate, a professional fiduciary will represent and serve your financial interests to the best of their ability.
- You can be confident that your wealth is safe when you work with a professional since they are regulated and held to strict standards. Your money will not be mishandled because fiduciaries follow particular policies which prohibit it.
- A professional fiduciary will have complete knowledge of the regulations (both federal and state) that govern their work.
- Self-interest or greed won’t ever dictate decisions when you hire a professional fiduciary.
Contact us Soon
Call Cornerstone Wealth Management today at 702-878-4742 to locate dependable, professional fiduciary services in Bullhead City, AZ.
We make it our goal to give our clients a stable foundation for their lives–both in the lifestyles they choose to live along with their investments. Our client connections are created on the notion of a long-time partnership instead of a transactional relationship.