Keeping Your Money Safe
Get in touch with an expert financial advisor
Your Financial Peace of Mind is Our Top Priority
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 well-known custodians – Fidelity and Charles Schwab. They have decades of experience, investors entrust trillions of assets with Fidelity and Schwab
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.
Are we right for you?
I want an experienced team watching my money.
I want trusted advisors not commissioned salespeople.
I want a team that helps me manage life events.
I want a team that listens to my generational goals.
I want transparent cost-effective fees with no surprise bills.
I want to take advantage of smart tax strategies.
I want the checks and balances that experience brings.
I want to understand and participate in my financial strategy.