Financial well-being and a secure retirement is an essential aspect of life, and we’re committed to guiding our clients and managing their assets so that they feel comfortable and confident about the future. Our approach is personalized and thorough.
Guiding you through life’s changes
Gauthier Wealth Management utilizes a highly personalized wealth management approach designed to give clients the confidence to live the way they want to live now, and through each phase of life. There are always things that happen in life we cannot control or plan for and we’ll help you prepare for the unplanned as well as the planned. We do this by creating an investment and comprehensive financial plan, guiding you through life’s changes, and anticipating events that may lead to these moments. A Legacy Plan is also an important focus so that those that you care about are taken care of along with charities closest to your heart.
A fiduciary duty
We offer unbiased, conflict-free advice, and a commitment to transparency, which serves our clients while building confident, lasting relationships based on trust. As investment advisor representatives, we have a fiduciary duty in how we manage each client’s wealth. Key fiduciary duties include serving the client’s best interest, acting in utmost good faith, acting prudently – with the care, skill and judgment of a professional, avoiding conflicts of interest, disclosing all material facts and controlling investment expenses.
An independent Registered Investment Advisor
Gauthier Wealth Management is committed to building and maintaining your trust in us so that you have the confidence to live life to the fullest. We are structured as an independent Registered Investment Advisor (RIA), a very deliberate choice to move away from the environment of traditional brokerage and investment banking firms. As an RIA, the firm has a fiduciary duty in how it manages each client’s wealth.
Six Key Fiduciary Duties
- Serve the client’s best interest
- Act in utmost good faith
- Act prudently – with the care, skill of a professional
- Avoid conflicts of interest
- Disclose all material facts
- Control investment expenses
The foundation of our client relationships is trust. We are committed to ensuring that your needs will be understood and respected while providing the highest level of service and risk-appropriate investment performance.