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Our Fiduciary Advantage
As a Registered Investment Advisor, we have a fiduciary responsibility to act in your best interest at all times and to disclose all conflicts of interest before we provide you investment advice.
While anyone can call themselves a "financial advisor," not all financial advisors are held to a fiduciary standard. Stockbrokers, bankers, insurance agents and other financial advisors who are not a Registered Investment Advisor are NOTheld to a fiduciary standard, not required to put your interests ahead of their own and not required to disclose conflicts of interest unless you ask.
SEC regulations require stockbrokers and insurance agents who are not Registered Investment Advisors to disclose that they are paid to sell you financial products and that their interests and yours may not be the same. Recent fines and lawsuits against a number of major brokerage firms and insurance companies underscore the important difference between Fiduciary Advisors and Sales Representatives.
At Winer Wealth Management, Inc., we are dedicated to upholding our fiduciary responsibility to you.
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