Broker Check


A Fiduciary Focus

In light of recent changes in the financial services industry, many consumers are wondering if their financial advisor is a fiduciary. At Tungsten Wealth Management, we act as fiduciaries over our advisory accounts, which is a unique advantage in the industry, and for clients we serve. As CERTIFIED FINANCIAL PLANNER™ professionals, we are obligated to conduct business in this Fiduciary Capacity.


The Fiduciary Duty

Fiduciary duty requires an advisor to act in the best interest of the client, and to put his/her clients’ needs above their own at all times. This duty maintains advisors must act with loyalty, care, and provide upfront disclosures for the client to eliminate conflicts of interest.

While some industry professionals focus on the sale/commission of certain products, a fiduciary advisor will look to implement strategies that are most beneficial for clients they serve.


Broker Versus Fiduciary

A broker is any person engaged in the business of effecting transactions for the account of others. They may go by a variety of different titles, however brokers are generally not required to act in a fiduciary capacity for their clients.

We invite you to experience the difference of working with a fiduciary advisor, someone most concerned with the financial well-being of you and your family.