A fiduciary is a person or organization that is required to work in the best interest of their client. A fiduciary is legally required to to put the interests of their client ahead of their own.
Surprisingly, very few financial advisors or their firms are held to a fiduciary standard.
Polaris Wealth is among a small number of financial advisors who act as fiduciaries in all our client relationships. This means we are legally required to place your interests above our own.
This standard of care also requires skill, competence, trust, confidentiality and loyalty.