Fiduciary Wealth Partners

Description

• Fiduciary Wealth Partners (FWP) was founded by Preston McSwain and James Cornell to form partnerships with our clients, our professional colleagues, and our community.We picked the word Fiduciary to make a statement about the standard of care we believe should apply in the wealth management business. Unfortunately, we find the term fiduciary is often misused.Acting as a true fiduciary, we will not take actions that put us in conflict positions. Our fiduciary responsibility is important to us and we encourage you to visit our website (www.fwp.partners) and pages like Our Values (www.fwp.partners/our-values/) to learn more about how we place the interests of our clients first.Wealth was chosen over words like investments or capital because of our focus on providing our partners with integrated advice based on their plans. We work to simplify the complex and provide transparency into the structure and performance of wealth plans, so they are optimized to meet our partners' goals, not the strategies or models of others.We picked the word Partners to speak to the relationships we form with our clients. When managing individual wealth, we understand we are being entrusted with money that is held for the benefit of family members and other important beneficiaries. We call our clients partners and treat them as such by asking ourselves the following questions:Are we putting the interests of our partners first?Is this advice that we would give to our families?Finally, many firms say they are different because they offer access to unique value added strategies or proprietary processes. At FWP, we believe what matters most is how we treat people. We strive to produce results that help our partners achieve their goals, but often are told that the greatest value we provide is transparency, simplicity and peace of mind.
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  Headquarters:177 Huntington Avenue , Boston, Massachusetts, United States

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  Phone Number: +1 617-266-8900

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  Website: https://www.fwp.partners

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  Employees:7

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  Revenue:$1 - 10M

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  Legal Name:Fiduciary Wealth Partners

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• |  NAICS Code: 541613  |

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