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Focused on what is right for you:
Always.

Zwm - FIduciary & Fee-Only

As a firm of CFP® professionals, we are always focused on our fiduciary duty. Being a fiduciary means we do what is best for you, no matter what. 

As a "Fee-Only" firm, we don't sell products on commission, we don't get paid to use certain types of investments, and we don’t get paid to recommend you to other professionals. A "Fee-Only" avoids the significant "conflicts of interest" that result for other advisors when they stand to gain financially from the purchase of any investments he or she recommends to the client. We are paid by you and only you, which means we are always working in your best interests.

Adaptable

We find different clients have different needs and might be more comfortable with different ways to pay. Whether you have assets to invest or need to pay a flat fee, we can come up with a plan that compensates us for our work while we help you feel better about your finances.

Get in touch to learn about our fees and services