Fiduciary Services in Henderson, NV
What Does Fiduciary Mean?
A person or a group of people can entrust another person, known as a fiduciary, to manage their assets. Your money and belongings are safe and well-cared for when they are in the hands of a wealth manager from Cornerstone Wealth Management. Your best interests are always the main consideration of a fiduciary. You can trust that the Cornerstone Wealth Managers will never breach fiduciary duty, but will always stay in line with their responsibilities.
What Does Fiduciary Responsibility Mean?
As it is explained above, the fiduciary acts as an accountable party, managing the assets of another person or group of people. A fiduciary responsibility is an obligation that rests with a fiduciary to act in the best interest of the person who has given them control of their money.
Cornerstone Wealth Management’s Fiduciary Services
You can expect the subsequent comprehensive fiduciary services from 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 health care services and real estate acquisitions
- Tips on investment
Why Choose a Professional Henderson, NV Fiduciary?
- Your money will never be put into jeopardy if you hire a professional fiduciary. They know that you may decide to entrust your finances to someone else and will not penalize you for doing so.
- There is one goal for our team of fiduciaries: to take care of your finances the best way possible. Your money will never be used for personal reasons or loans when it’s managed by a professional.
- Regardless of what your personal situation may dictate, a professional fiduciary will serve and represent your interests to the best of their ability.
- You can be confident that your finances are secure when you work with a professional since they are regulated and held to strict standards. Your funds won’t be mishandled because they adhere to specific policies which prevent it.
- A professional fiduciary will have the total knowledge of the laws (both federal and state) that govern their work.
- Greed or self-interest will never be a decision-making factor when you work with a professional fiduciary.
Reach Out to us Today
Call Cornerstone Wealth Management today at 702-878-4742. To find trustworthy, professional fiduciary services in Henderson, NV.
We make it our mission to give our clients a foundation for their lives; in the lifestyles, they live along with their investments. Our relationships are built on the idea of a life-long partnership rather than a transactional encounter.