Our Difference
Fiduciary Advisors - As fiduciaries we are held to a higher standard of care and required to act in the "exclusive best interest" of our clients. Most financial advisors are held to a lower "suitability" standard in which their advice must be "suitable to a client's situation" but does not have to be in the client's best interest.
Goal Focused - We believe success should be measured by the attainment of your goals, not by performance relative to some impersonal market index. This is in stark contrast to an industry obsessed with relative performance. As one of our esteemed colleagues likes to say, "You can't eat relative performance!". Our focus on goal attainment as your measure of success is a unique difference between our firm and others.
Fee Only - As independent, fee-only advisors we work in the sole interest of our clients. This is an important distinction in a constantly confusing landscape of financial products and services. We do not sell anything, nor do we receive commissions from any transaction, nor any compensation other than our client-generated fees. You, our client, are our exclusive source of income and therefore our priority. We have no conflicts of interest.
Technological Innovation - We are at the forefront of innovation in the financial services industry. Our firm has dedicated significant resources to leverage the power of the Internet through state-of-the-art, secure tools that will increase your access to timely and relevant information. All investors need to know what they own, why they own it and how they are doing. Wealthview Capital puts the answers to those questions right at our clients fingertips with innovative, real-time web-based tools.
Customization - No two clients are alike. We all have different needs, goals, resources and attitudes. Therefore, each of our clients' accounts are structured and managed separately. This level of attention can only be found in a smaller firm with a commitment to know each of its clients as individuals.
Cost Containment - What good is a sound plan and prudent asset management if the costs are so high that the benefits are eroded? Wealthview Capital focuses on keeping costs low and transparent, enabling our clients to easily assess the value of our services.
Experienced Teamwork - We've been here many times before. Our decades of experience enables us to offer a calm hand on the tiller in a volatile climate. Additionally, we work as a team so you do not need to worry about the continuity or success of your plan being dependent on one individual.