Fiduciary Pledge | Wealthmark Advisors


The highest standard of care…

Our practice is built upon the highest fiduciary standards.  Our priority is acting in the best interests of our clients.  Our Advisors are Investment Advisor Representatives and are bound to uphold a fiduciary duty – the highest standard of care. Our independence serves as a basis to create comprehensive financial plans tailored to meet your financial goals. Our advice is dictated by one core principle – our client’s best interest.

We are committed to complete transparency and disclosure when it comes to our compensation and advice. We partner with Commonwealth Financial Network, an SEC-registered Investment Adviser. Commonwealth is also independently owned and managed, which means the firm retains the freedom to allocate resources where they're needed and to act in the best interests of its financial advisors and their clients – not shareholders.

By working with an advisor who is obligated to uphold fiduciary standards, you can feel confident that your best interests are being served.  Acting as a fiduciary will enable us to make the best decisions for you and your finances. We want to assure you that you can trust in the fact that our relationship with you is built on integrity, transparency, and objectivity.

Our fiduciary pledge to you:

We will act in the utmost good faith and undivided loyalty to our clients.

We will provide full and fair disclosure of all material facts, defined as those which "a reasonable investor would consider to be important."

We are committed to avoiding conflicts of interest and disclosing any potential conflicts of interest that may arise.