To a large degree, your life of today and tomorrow depends on your money. You have worked hard for every penny. With your retirement in sight, you deserve to have a partner that understands your dreams and has your best interests at heart.
This is where we come in.
At Fiduciary Wealth Management we do everything we can to make sure people like you can retire comfortably so you can enjoy the benefits of your hard-earned savings. As a fee-only registered investment advisory firm, we use a holistic process to comprehensively evaluate your needs for the short term and the long term.
Here is how we stand out from our competitors.
1. We Value Our Clients’ Trust Above All Else
As fiduciaries, we look out for our clients’ interest and their needs rather than pressuring them to buy unnecessary financial products. This has been our company mission from the very beginning, and we are proud of it—not all financial planners and advisors are fiduciaries.
2. We Maintain High Standards
We take our responsibility as fiduciaries very seriously. As Certified Financial Planners (CFP®) and members of the National Association of Personal Financial Advisors (NAPFA), we are always taking continuing education units to expand our knowledge and stay up to date with the financial world at large.
3. Experience Matters
Both owners of Fiduciary Wealth Management have extensive experience managing assets for high-net-worth families. Over $500 million worth of experience managing client assets, to be exact. It does not matter how big or small our clients’ financial portfolios are. We are always up for the task and we have the experience to back us up.
4. We Are A Boutique Firm
Our clients have direct access to us, whether it is by e-mail or phone. As a result, this forges a powerful relationship where we can create a personalized financial plan while maintaining clear communication at all times. Your trust is everything to us, and we do everything we can to never lose it.
About Rocklin Senavinin, CFP®
With nearly 20 years of experience in the financial planning industry, Roc has dedicated his career to helping individuals live comfortably in retirement and enjoy the assets they have spent their career building. He is co-founder of Fiduciary Wealth Management, a fee-only registered investment advisory firm in Little Rock, Arkansas. As a CERTIFIED FINANCIAL PLANNER™ professional, he has advanced training in the holistic process of creating a personal financial plan that addresses a person’s comprehensive needs for the short and long term. To learn more, connect with Roc onLinkedIn or visitwww.fidwm.com. If you have questions, feel free toschedule a phone call using this link.
The views expressed represent the opinions of Fiduciary Wealth Management, LLC and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial, or legal advice or service to any person.
Additional information, including management fees and expenses, is provided on Fiduciary Wealth Management, LLC’s Form ADV Part 2, which is available upon request.
Please call or email with questions.
Additional information about Fiduciary Wealth Management, LLC is also available on the SEC’s website atwww.adviserinfo.sec.gov. You may search this site using a unique identifying number, known as a CRD number, Fiduciary Wealth Management, LLC’s CRD Number is 284324.