Summerlin, NV Professional Fiduciaries
A group of people or an individual can trust another person, who’s known as a fiduciary, to take care of their finances. Your belongings and money are protected and well-cared for when they are looked after by a wealth manager from Cornerstone Wealth Management. Your financial interests are always the top consideration of a fiduciary. Clients can trust that the fiduciaries at Cornerstone Wealth Management will never breach fiduciary duty, but they will always keep in line with their responsibility.
What Does Fiduciary Responsibility Mean?
As it is described above, a fiduciary performs their duties as a party who’s accountable, maintaining the finances of a separate person or group of people. A fiduciary responsibility is the obligation that lies with a fiduciary to act in the best interest of the client who has given them regulatory control over their assets.
What We Offer
You can anticipate the following 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
What are the Benefits of a Professional Fiduciary?
- Your finances will never be put into jeopardy if you hire a professional fiduciary. They understand that you may decide to trust your money to someone else and won’t penalize you for it.
- There’s one collective goal for our team of fiduciaries: to manage your wealth 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 fiduciary will represent and serve your interests as well as possible.
- You can remain confident that your finances are safe when you work with a professional since they’re regulated and held to strict standards. Your money will not be exploited because they adhere to particular policies which prevent it.
- A professional fiduciary has complete understanding of the laws (both state and federal) that govern their work.
- Greed or self-interest will never dictate decisions when you work with a professional fiduciary.
Contact us Today
Call us now at 702-878-4742. To locate dependable, professional fiduciary services in Summerlin, NV.
We strive to give our clients a foundation for their lives; both in the ways they live along with their investments. Our client connections are created on the idea of a longtime partnership rather than a transactional encounter.