Dedicated to Your Wealth Protection and Investment Management
At Family Fiduciary, we are a team of dedicated professionals committed to safeguarding your family's wealth and managing your investment needs. In effect, we create a family office, working closely with you and your family to achieve your financial goals.
Unwavering Commitment to Fiduciary Service
We are an independent Registered Investment Advisor* dedicated to helping you manage your money and serve as trustee if needed. Family Fiduciary aims to foster an environment committed to client trust, financial education and superior service. Our client’s financial goals and investment objectives form the foundation of our work. As your advisors, we draw on our experience to help your family anticipate and respond to changing conditions and events, as all families have unique needs.
At Family Fiduciary, we strive at all times to:
Conduct ourselves with the highest level of integrity;
Strive to preserve assets and purchasing power;
Transact business in a transparent and conflict free manner;
Provide unparalleled service;
Build long-lasting multi-generational relationships.
We view the trust of our clients as paramount. Family Fiduciary Services, Inc. is compensated by clearly disclosed fees we charge to manage your assets and not by commissions**.
Start Your Journey Toward Financial Success
Explore our website to learn more about our comprehensive wealth protection and investment management services. We invite you to contact us for a personalized, complimentary, consultation and embark on a successful financial journey together.
*Registration as an investment advisor with the Securities and Exchange Commission does not nor is it intended to imply any level of skill or training.
**Family Fiduciary Services, Inc. ("FFSI") utilizes Fidelity Investment Institutional Services ("Fidelity"), as the custodian and executing broker dealer for all client transactions. FFSI does not share in any portion of commissions or other transactions which may be charged by Fidelity.