Our Fiduciary Duty and Pledge to You
Washington Wealth Advisors is a firm founded upon the highest fiduciary standards.
At Washington Wealth Advisors, we are an independent Registered Investment Advisory (RIA) firm committed to helping you reach your goals. RIAs are required to uphold a fiduciary duty – the highest standard of care. Our independence serves as a basis to create a specific investment strategy tailored to meet your financial goals. Our advice is driven by one concern alone – the best interest of our clients.
We act with undivided loyalty to you and provide complete transparency and disclosure when it comes to our compensation and investment approach. We utilize Fidelity institutional Wealth Services as our independent custodian to hold and safeguard our clients’ assets. This provides our clients a reassuring framework for their financial world - our client’s money is held by a custodian and not by an advisor providing investment advice.
By working with an advisor who holds to fiduciary standards, you can feel more empowered to make the best decisions for you and your finances. Clients have the power to ask questions and to demand the highest value for the service that advisors are providing. As a firm in the financial world, we understand people’s reservations or even negative connotations towards the underlying motivations of some advisors. We want to assure you that you can trust in the fact that our relationship with you is built on integrity.
At Washington Wealth Advisors, we take pride in our transparency and objectivity.
Our Pledge to You
As a client of Washington Wealth Advisors, we will be with you every step of the way. Here is what you can depend on:
- Professionals who listen to you, analyze your specific needs and recommend objective investment and financial planning strategies
- A concise, easy-to-understand financial plan
- Regular updates on your investment plan and investment performance
- Support from a dedicated client service team
- Coordination of recommendations from your attorney, your accountant and any of your other professional advisors.