10 Wealth Management Services Successful Business Owners and C-Level Executives Should Consider Now that you’ve…
As your trusted advisor and fiduciary, it is our job, our duty, and our calling to help keep your money safe. Here’s how we do it:
FIDUCIARY INVESTMENT MANAGEMENT
Since we’re charged with safeguarding your assets as a fiduciary, risk management is one of our highest priorities. We only make decisions based on what is best for you.
All our investment selections are made without emotions. We do not make bets on where we imagine the market might go, as if we can see in the dark. And, we do not outsource any investment decisions – we make them all ourselves, helping minimize the possibility of emotions impacting your investments.
Large institutions and corporations demand this level of safeguarding, why shouldn’t you?
THIRD PARTY CUSTODIANS
Pillar Wealth Management is a Registered Investment Advisor. We are not a bank, so we don’t hold your money or investments. Instead, we partner with highly recognized, trusted, and proven banking institutions that specialize in keeping your assets secure.
This provides you with a double layer of security. You’ll always receive reporting from Pillar Wealth Management and from the custodian. This gives you additional peace of mind that your money is held safely.
Through Pillar Wealth Management, you’ll work with a well-known custodian – Fidelity. They have decades of experience, investors entrust over $2 trillion of assets with Fidelity.
Double security. Fiduciary risk management and investment decision-making in your best interests. Safe storage with a well-known custodian. This is how Pillar ensures that your money is safe.