Patrick’s commitment, in writing.
As a CERTIFIED FINANCIAL PLANNER™ professional, Patrick chooses to serve in a fiduciary capacity at all times, legally and ethically required to act in your best interest.
The highest standard of care.
A fiduciary duty is the highest standard of care that financial advisors and their firms can adhere to when dealing with their clients. It means they are legally required to put your interests ahead of their own at all times and in all dealings.
Believe it or not, most financial advisors are not required to treat clients with the utmost honesty and integrity that comes with being a fiduciary. That’s why it was important to make it clear that at Prana Wealth, we choose to practice as a fiduciary financial advisor. Patrick takes the responsibility of putting his clients’ best interests ahead of his own. Always.
Patrick doesn’t work on commission, and there’s no ulterior motive behind any financial planning recommendation. No hard sell, no hidden agenda, no hidden costs. Just good advice delivered with honesty and integrity.
My Commitment as a Fiduciary
Prana Wealth Management
Fiduciary Oath
- I will always put my clients’ best interests first.
- I will act with the skill, care, diligence, and good judgment of a professional.
- I will not mislead clients and will provide full and fair disclosure of all important facts.
- I will avoid conflicts of interest.
- I will fully disclose and fairly manage, in my clients’ favor, any unavoidable conflicts of interest.
Founder, Prana Wealth Management
Building a relationship based on honesty and transparency.
If that sounds like your kind of thing, book a free intro call to see if we’re a fit.
