Choosing an Advisor to manage your Wealth is one of the most important decisions that you can make. It is a decision that will affect many decades of your life; as well as, centuries for your heirs, beneficiaries and charities.

Therefore, it is crucial to work with a firm you can trust – one which is dedicated to understanding and addressing your Specific Individual Goals and Needs. Before you make a decision of which firm to use, watch this video and learn what the differences are between Fiduciaries and Brokers.

Fiduciary is someone who has a legal obligation to act on another’s best interest. A Broker is someone who facilitates a financial transaction between two parties, often receiving a one time commission for their services.

Fiduciary vs. Brokers

Questions? Brian and Geryl Winterowd are investment advisors and fiduciaries. Call (512) 844-8200 or click here to schedule a no-obligation initial consultation.

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Round Rock Office

3001 Joe DiMaggio Blvd,
Suite 500
Round Rock, TX 78665
Phone: (512) 844-8200