Shared Vision Wealth Group
Our Team Values
Shared Vision Wealth Group’s first goal in the financial planning process begins with listening and getting to know you. Once we understand your goals, dreams, family situation and concerns, our team works to deliver a customized experience. We do not believe in a one size fits all approach, so instead, we customize financial plans and investment strategies to be tailored to your needs personally.
The Shared Vision Wealth Group is grateful for the responsibility of being our clients’ trusted advisor. Our team does not take this lightly, which is why we chose to turn our moral obligation into a legal duty. When acting as a fiduciary, our duty is to act with the utmost good faith and place our client’s best interests above of our own. We also disclose potential conflicts of interest to our clients.
Our team has chosen to operate under a fee only business model. We are compensated only by the fees we directly charge to clients and not by commissions earned from the sale of a financial product. The fees could be hourly, a flat retainer or based on a percentage of your investment assets we manage. We have an open architecture platform which gives us increased flexibility in recommending strategies best suited for each client’s needs. We firmly believe that engagement agreements made with clients should be clear and transparent, so they do not have any uncertainties about their costs or how we are compensated.