We unite our dual CPA and RIA expertise in order to craft and implement a seamless and well-coordinated wealth management strategy. We put the needs of our Client before the needs of any other.
Licensing: Our firm is a fully licensed Registered Investment Advisory firm by the State of Arizona / Securities Division.
Practice Standards: Our firm proudly practices under standards as established by the Foundation for Fiduciary Studies. The ultimate goal of any fiduciary is to put the needs of the Client before the needs of any other party.
There is a recognized fiduciary difference between a Registered Investment Adviser and other financial advisers, and brokers. A RIA is a recognized fiduciary, who is committed to putting the financial interests of the client before any other party. The following article, "Can You Trust Your Financial Adviser" by *MSNMoney's® Liz Pulliam Weston provides a third party explanation of the fuduciary difference.
Investment Ethics: Our firm has crafted a written code of investment ethics that strives to achieve the highest standards of ethical business conduct by guarding against prohibited acts and potential conflicts of interests. Our code of business conduct and ethics is designed to put the needs of the client before the needs of the firm and its representatives: and accordingly, it is purposefully designed to foster the principles of openness, integrity, honesty and trust.
Typical Client: Our typical Client is a small business owner or high net worth individual who, to improve his wealth management strategy, demands the dual expertise of a CPA and RIA.
*Liz Pulliam Weston, “Can you trust your financial adviser?” MSN Money® Online. June 22, 2007 <http://articles.moneycentral.com>24 June 2007.
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Gold Standard Wealth Mgt,
18205 N. 51 Ave #121-1
Glendale, Az 85306
Phone: 602 843-0213
Fax: 602 843-0253 schule@gswealthmgt.com
"Our firm does not sell securities. We are independent from any brokerage firm or insurance company"
