Why Choose a Fiduciary?

Advisors at Princeton Wealth Management Group act as fiduciaries for our client’s retirement and advisory accounts.  What does that mean and why is choosing a fiduciary important?

  • A fiduciary manages another party’s assets and has a legal and ethical obligation to put the other party’s interest first.  For a financial advisor, that means helping a client make decisions in his or her best interest, even if it means reduced compensation – or no compensation – for the advisor.
  • Adhering to the fiduciary standard means avoiding any conflicts of interest, or if one arises, disclosing it immediately.  Transparency is key and requires us to monitor our client’s changing financial picture and adjust their investment portfolio and overall plan accordingly.
  • At Princeton Wealth Management Group, we deeply understand the fiduciary duty is the highest standard of care and therefore take our fiduciary responsibility very seriously.  We personally care for you and your interests.