The Wind River Process, DISCOVER, ANALYSIS, ADVISE AND IMPLEMENT. MONITOR AND EVOLVE

In this article, we discuss 7 Reasons to Trust, a Wind River Fiduciary Wealth Advisor. Why TRUST through TRANSPARENCY and HONESTY is essential to financial planning, portfolio management, and your wealth management needs.  Firstly, When Giving Advice, Your Fiduciary Works Solely for You.  Secondly, Fiduciary Wealth Advisors are Knowledgeable with a Care of Duty; however, Many commission-oriented wealth advisors and portfolio managers will disagree.  Thirdly, Leverage off investment alliances and experts to match your unique goals needs, and most importantly.  Your Fiduciary will Place Your Needs, Investment Mission, Vision, Values and Goals, and Objectives at the Forefront of All Financial Planning, Portfolio Management, and Wealth Management Decisions.  Moreover, Wealth Advisors Build Relationships through Communication.  In conclusion, confidence,  knowledge, and thought leadership in the industry creates TRUST through TRANSPARENCY and HONESTY with your Fiduciary Wealth Advisors.

Informed Investors Choose Fiduciary Wealth Advisors like Wind River Wealth Advisors  because they are Fiduciary Wealth Advisors who put your goals first provide financial planning, portfolio management, wealth management as:

  • Independent Fiduciary Wealth Advisors
  • Knowledgeable with a Care of Duty to You
  • Competence with High Moral Standards
  • Act with Integrity
  • Build Relationships through Communication
  • Confidence and Knowledge that Creates Trust
  • Trust

The Following 7 Reasons to Trust, a Fiduciary Wealth Advisor will help you Choose a Fiduciary Financial Advisor who is a match for you.

1.      Independent Fiduciary Wealth Advisors

When Giving Advice, Your Fiduciary Works Solely for You.  A fiduciary is defined by the legal and ethical requirement to put your best interest before their own for all your financial planning, portfolio management, and  wealth management needs. For example What makes a Financial adviser or wealth adviser a ‘Fiduciary? 

 

What Makes a Financial Advisor a ‘True’ Fiduciary?

The ability to act in clients’ best interests without limitation is one of the main reasons for the ever-increasing growth of the independent space. – Mindy Diamond | Mar 05, 2019

Acting in the client’s best interests as your fiduciary, your Wind River Wealth Advisor is obligated not to engage in any self-serving conflicts of interest, obscure disclosure practices, and an overall lack of transparency.

All Our Advisors are Fiduciaries.
At Wind River Wealth Advisors, we believe in creating TRUST through TRANSPARENCY and HONESTY.

In fulfilling their advisory role and obligations and duties to you, your Wind River Wealth Advisor fiduciary will perform due diligence before making recommendations.  Thus, acting proactively on your behalf with an educated, knowledgeable duty of care.

2.    Fiduciary Wealth Advisors are Knowledgeable with a Care of Duty

Your Fiduciary Follows a Duty of Care.

 

Wendy Nelson, Your Wind River Wealth Advisor, is a fiduciary who works for you, educating you on the different aspects of your investments and financial plan to ensure you understand how all the pieces fit together to create a sound strategy.  Your Fiduciary promotes additional confidence in your financial future.

Part of the responsibility is keeping you informed and committed and sharing new recommendations, the impact of those recommendations, and disclosing all critical information associated with those recommendations; a fiduciary helps remove unwanted surprises.

Wind River Wealth Advisors’ regular monthly meetings keep you up to date and allow for your wealth management implementation and strategy adjustments.

3. Wealth Advisors are Competent with High Moral Standards

Fiduciaries are Held To High Moral Standards when Making Recommendations for Products and Services.

 

At Wind River Wealth Advisors, we leverage our alliances to create the right portfolio mix for Your individualized financial planning.  Besides, we will often leverage subject matter experts by tapping an entire industry of knowledge of portfolio management companies, not just one company’s offerings.  We actively seek powerful alliances to ensure you receive knowledgeable advice and recommendations for your wealth management.

4. Fiduciary Wealth Advisors Act with Integrity

Your Fiduciary will Place Your Needs, Investment Mission, Vision, Values and Goals, and Objectives at the Forefront of All Financial Planning, Portfolio Management, and Wealth Management Decisions.

 

The financial services industry is plagued with high- commission products, company incentives, and production contests.  Your Wind River Wealth Advisor is a fiduciary and is obligated to provide TRUST through TRANSPARENCY with HONEST advice, based solely on your situation, and not to be swayed by outside obligations and pressures.

The world of investment advice is plagued with conflicts of interest, obscure disclosure, and an overall lack of transparency.

Even the most ethical advisors are faced with the dilemma of balancing recommendations that meet your needs while also being paid appropriately.  If your advisor is not independent and works for another company, he or she may not have the option of recommending the most appropriate product for your situation.  Many commission-oriented wealth advisors and portfolio managers may only offer the products from the company they work for, limiting your long-term wealth management opportunities.

Working with an investment advisor who will act as your FIDUCIARY Wealth Advisors creates INTEGRITY that can help eliminate many of the problems associated with commission-oriented, product-focused salespeople.  We communicate regularly to keep you up to date.

5. Wealth Advisors Build Relationships through Communication

Your Fiduciary Wealth Advisor Keeps You Informed with Regular Progress Meetings.

 

We keep you informed with regular evaluations of your portfolio positioning in the marketplace and disclosing all critical information associated with recommendations.  Communication helps minimize unwanted surprises and helps create the foundation for a healthy collaborative relationship built on results, and TRUST creates confidence.

The Wind River Process, DISCOVER, ANALYSIS, ADVISE AND IMPLEMENT. MONITOR AND EVOLVE
Wendy Nelson CEO of Wind River Wealth Advisors missions is to provide beneficial, investment management, retirement planning, financial planning, asset management, portfolio management, to protect your money with Knowledgeable strategies and planning by utilizing personal independent financial advisor.

At Wind River Wealth Advisors, we build Relationships creating TRUST through TRANSPARENCY and HONESTY.

6. Confidence and Knowledge Creates Trust with your Wealth Advisors

Competent, Knowledgeable Fiduciaries can impart Confidence and Trust!

 

However, imparting confidence is not enough to establish a fiduciary role. Only when the client accepts that trust is the fiduciary relationship established, causing the advisor’s dependence and influence.

Knowing that you have an unbiased adviser working for you should help provide confidence that all the decisions are made in your best interests.

7. Trust

Your Fiduciary’s Duty To You is a Regulated Relationship in this Industry.

 

TRUST, once earned, is one of the highest honors any advisor can receive from a client.  An advisor’s biggest challenge is telling his or her client the truth with honesty and integrity what they need to hear… especially when the client does not want to listen to it.  Your Wind River Wealth Adviser  is committed to a code of ethics and must give you truthful answers, providing a strong foundation upon which to build trust.

Working with an investment advisor who will act as your FIDUCIARY creates INTEGRITY that can help eliminate many of the problems associated with commission-oriented, product-focused salespeople.

 

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