What We Do and How We Can Help

What We Do and How We Can Help

| September 12, 2016

As we get older, life seems to get more complicated. Between our work and family, it’s hard to find the time or energy to devote to necessary but overwhelming tasks, such as investing or financial planning.

I know how valuable your time is. My family is my everything and I want to have as much free time as possible to spend with them. I created Fiduciary Wealth Management to help solve this need for so many hard-working families. By allowing us to take care of the intricacies of financial planning and investing, you can devote more time to your passions in life.

Who We Are

Fiduciary Wealth Management is a fee-only registered investment advisory (RIA) firm. This means we don't receive sales commissions or bonuses for recommending certain investment strategies over others. We are wholeheartedly unbiased, and we take our fiduciary responsibility seriously. Our advice is always objective, and your best interests come first in all decisions and recommendations.

What We Provide

We provide comprehensive wealth management and planning strategies with minimal effort required from our clients. By taking a holistic approach, we focus on getting to know you and your needs before diving into the numbers. This allows us to craft strategies that align with your circumstances and can help you pursue your objectives. Proactive in our monitoring and updating, we’ll keep track of your progress and make adjustments as needed to keep you on target.

Our streamlined results are easy to interpret, incorporate advanced planning tools and technology, and give careful consideration to tax-related and estate planning concerns. We’ll also coordinate with your other professionals, such as a CPA or attorney, to ensure your plans are cohesive. Once your customized strategies are implemented, we’ll continue to guide you, help you navigate any hurdles, and offer advice whenever you need it.

How We Can Help You

We think of ourselves as more than financial advisors. We’re also guides and educators. Beyond financial planning and investment management, we educate you on your opportunities, explain the reasoning behind our recommendations, and speak to you in real terms — not financial jargon. Our ultimate goal is to offer you peace of mind and confidence in our abilities and advice.

If you’d like more clarity on your finances, where you are in terms of retirement, or want to spend less time on financial planning and more on your family, contact our office today. We can sit down with you and evaluate what you’re doing today and what’s possible for your future. Call us at (501) 351-7669 or email roc@fidwm.com.

About Rocklin Senavinin, CFP®

With nearly 20 years of experience in the financial services industry, Roc has dedicated his career to helping individuals live comfortably in retirement and be able to enjoy the assets they have spent their career building. He is the 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. Having built a successful career, he was named one of Arkansas Business’ 40 Under 40 in 2014, which honors intriguing business and political leaders under 40 years old. To learn more, connect with Roc on LinkedIn or visit www.fidwm.com.