Being a Fiduciary Matters
A fiduciary obligation is one of the most important factors in differentiating whether an advisory service will act in your best interest, or if they will steer you towards products and strategies that benefit them.
- A fiduciary obligation: a commitment, often legally binding, that requires the obliged to act in the best interest of the beneficiary.
- A fiduciary: a person or organization that acts on behalf of another person or people, putting their client’s interests ahead of their own with the goal of preserving good faith and trust.
Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.
As a fiduciary, Hilltop Wealth Solutions is legally and ethically bound to act in the best interest of our clients – always. We embrace this responsibility as the underlying principle of our firm and commit to providing our clients with sound financial guidance that is tailored to each client’s individual needs.
With over 125 years of combined wealth management experience, our advisors have successfully guided clients through the highs and lows of many market cycles filled with extreme volatility and uncertainty with the ability to bring about a sense of calm when others panic.
Our first-hand experiences give us the expertise and credibility to succeed in many market conditions and continue to create confidence and generate results in our tax planning, investment management, and wealth advisory service.
Many financial organizations are tied to larger firms and may have competing obligations when it comes to how they manage your money. In some cases, this could lead to guiding clients financial plans in ways that don’t directly meet their needs.
By not having an exclusive affiliation with one institution, we are not internally persuaded to sell proprietary products or suggest investment strategies that benefit our firm or any partner firm. Because of this independence, we have access to all investment vehicles, tools, and products so that we can work to utilize solutions that will benefit each client’s individual short- and long-term goals. Plus, our firm levies no commissions, meaning have no incentive to recommend one solution over another, or any at all just for the sake of earning a commission.
Our sole incentive is to help grow and preserve your wealth, whether that means overhauling your strategy or making no changes at all and instead staying vigilant in case new risks arise.
Family always comes first with us. We wouldn’t be in the wealth and tax advisory business if it wasn’t to help the communities and families that comprise them achieve financial security. We at Hilltop Wealth Solutions pride ourselves on building long-term relationships with our clients and continuously earn the honor and privilege to assist our clients in achieving their financial and life goals, no matter what that means.
At the end of the day, our mission is to help you and your family achieve the life you deserve by providing wealth advisory, tax planning, and investment management services in ways that expressly meet those goals.
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With no financial incentives, Hilltop helps clients develop a goal-driven plan to do just that.