Providing Guidance, Educatiom And Experience.

Who We Serve

We welcome clients of diverse backgrounds and experience.  We believe we can learn from you as much as we can help you.  Below are some of our typical types of clients.  If one of these scenarios speaks to you, Fiduciam Wealth Planning can certainly help.

Mature businesswoman in office, portrait, close-up

Trust

I am professionally successful.  I have a busy schedule and prefer to use my free time pursuing my interests.  I want to understand what is happening with my finances, but I do not have the time or inclination to focus on the details of my investment portfolio.  I have an idea of what I want in retirement, but I have not made concrete plans.  I am looking for an experienced professional to partner with to achieve the outcomes I desire.  Trust is paramount. 

Two African American people, a man in his early 60s and a woman in her late 50s, sitting on a brown leather couch reviewing paperwork.  They could be a married couple at home paying bills, or business associates in an office working on a project.  They are both wearing eyeglasses, and the woman is holding papers in her hands.  They are dressed in smart casual attire.  They are smiling at the camera.

Change

We are not satisfied with the service or advice we are getting from our broker/advisor. We want a partner we can rely on.   We know that one of us will pass before the other.  We want the confidence that the spouse with less investment knowledge is supported with education and guidance.  Trust is paramount.

concern

Guidance

I am overwhelmed.  I recently became divorced/widowed.  I need someone who can help me through a difficult financial and personal time.   I am looking for an experienced professional who can address my concerns and anxiety, and is willing to provide education whenever necessary.    Someone who is patient, empathetic and will listen.  Trust is paramount.