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Financial News

RESPONSIBILITY TO OUR CLIENTS

Unlike many financial advisors, Sierra Nevada Wealth Management, LLC has a fiduciary responsibility and a legal obligation to act in our clients best interests.

 

Fiduciary Oath

Unlike many financial advisors, Sierra Nevada Wealth Management, LLC has a fiduciary responsibility and a legal obligation to act in our clients best interests. 

 

SNWM and all of its employees adhere to the Certified Financial Planner Board of Standards, Inc. Code of Ethics and Professional Responsibility (CFP®, www.cfp.net).  This code has seven areas of principals and rules related to:

The code specifically states that a CFP® “shall at all times place the interest of the client ahead of his or her own. When the certificant provides financial planning or material elements of financial planning, the certificant owes to the client the duty of care of a fiduciary as defined by CFP Board.” 

 

Fiduciary.” One who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client.