At Fiduciary Wealth Management, we have decades of experience serving our clients and their families. To learn more about the owners of the firm click the links below.
President and Co-Founder
Roc has nearly 20 years of experience in the financial services industry and has dedicated his career to helping individuals live comfortably in retirement. He...
Edward P. Mahaffy, MBA, CFP®, ChFC® is co-founder of FWM. He founded his own firm, ClientFirst Wealth Management, LLC., in 2007 after more than 23 years in the wealth management industry. Prior to launching ClientFirst, he...