FIDUCIARIES VS BROKERS

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.

A 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

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 

Guardian Financial Wealth Management is a licensed insurance agency. Brian and Geryl Winterowd provide insurance services to clients through Guardian, which is separate from Mr. and Mrs. Winterowd’s role as investment advisor representatives of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Guardian Financial Wealth Management and Portfolio Medics are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice.