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Fiduciary Services Group
We understand that every client has unique goals and risk tolerance and we design an investment strategy for those unique circumstances. Our process includes defining goals, assessing risk, developing a strategy, implementing the strategy, and monitoring progress.
The Fiduciary Services Group coordinates its knowledge and expertise to
create customized wealth management solutions. We utilize a planning
based process to create broadly diversified, globally allocated, low-cost
portfolios. Every client has unique goals and objectives, we design wealth
management strategies to meet each client's unique situation.
We focus on what is important.
As comprehensive wealth management advisors, Fiduciary Services Group provides fiduciary consulting, investment management and consulting, strategic and active asset allocation strategies, dynamic allocation programs, risk management, personal financial planning, retirement and college planning, social security maximization, and employer-sponsored retirement plan consulting. We work with individuals and families, small and large businesses, and non-profit organizations to develop the appropriate financial strategies to meet stated goals. As a team, we focus on helping clients and businesses meet their financial goals. Our expertise includes:
Wealth Management Process
- Quarterly performance reports
- Quarterly asset allocation review
- Annual review of financial plan
- Wealth Management documents
- Asset statements
- Trust, tax, and estate documents
- Exchange-traded funds
- Mutual funds
- Separately managed accounts
- Financial plan
- Investment policy statement
Review Documents & Assess Needs
Have Questions? Get in Touch.
2835 82nd Ave SE, Suite 100
Mercer Island, WA 98040
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