Fiduciary Services Put Client Interests First

As an independent firm, we have unique advantages that most large firms cannot offer. There are no proprietary products or research that may create conflicts of interest. And by not having to service thousands of households, we can enjoy closer working relationship with our clients.

Sometimes a traditional brokerage account where we buy and sell stocks, ETFs or other investments with a commission is adequate for some clients. For others, a fee-based arrangement delivers a higher level of honesty, transparency and value. It's like having us on a retainer as your financial advocate. 

If you would simply like fee-based advice or an independent review of your existing portfolio, we can do that. This frees us both from awkward discussions hinging on product sales. It's refreshingly honest.

For example, if you need a second opinion on an account held elsewhere, and we provide a detailed analysis and make portfolio recommendations, you may simply pay a fee for that work and use the results as you wish. If you like our work, and choose to transfer your account to us, some or all of the fee would be waived. 

Its simple, clean and honest - the way we like to do business at Paradise Valley Wealth Management., Inc.