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Integrated And Independent

 

Your Finances Demand an Integrated Approach

In today’s financial environment, it’s simply not enough for a wealth manager to help high net worth individuals select the best investments. At EagleStone we understand this intimately.

Taxes and Wealth Building are Deeply Connected

A tax-efficient strategy is integral to investment portfolio management. Estate tax reduction is critical to asset preservation, and tax law changes impact long term-retirement independence planning. The bottom line is: prudent investment and financial decisions must be made while considering taxes and vice versa. EagleStone was founded to provide a total financial solution to savvy clients.

As both accomplished tax professionals and Certified Financial Planners, we offer clients an integrated total financial solution that focuses on wealth accumulation, asset protection and risk management.

The multi-disciplinary EagleStone team consists of Certified Financial Planners, CPAs, and professionals with JD and MBA credentials.

Our Independence Provides a Distinct Advantage

Our status as an independent Registered Investment Advisor (R.I.A.) and fiduciary is at the core of our organization. Our independence means we are legally obligated to provide unbiased guidance to clients without undue influence of any financial institution or product. We are financial stewards of client finances and our guidance is driven solely by what is in our clients’ best interest. We put the interests of our clients ahead of our own by stepping into their shoes and making decisions from their perspective. Our litmus test is the question: “Would we be comfortable providing the same advice to our family members?”

Suitability Standard vs. Fiduciary Standard

Why is this important? Many investors are unaware that there are two distinct types of professionals who provide financial advice – broker/dealers and Registered Investment Advisors. These two types of professionals are held to different levels of care when serving clients: Suitability Standard vs. Fiduciary Standard.

Many financial advisors are truly registered representatives working on behalf of broker-dealers who are upheld to the lesser Suitability Standard. Under the Suitability Standard, these registered representatives are merely required to make recommendations that are consistent with the best interests of the client. Suitability does not require the advisor to put the client’s interests above his own. This means that as long as an investment meets the needs of the client in some way, the broker-dealer representative is free to choose an investment that pays him higher commissions even if that means the client will be hit with higher fees.

Alternatively, Registered Investment Advisors are bound to the higher Fiduciary Standard requiring investment advisors to always act in the best interest of the client and must always put the client’s interest ahead of their own. EagleStone Tax & Wealth is proud of its status as a Registered Investment Advisor upholding the Fiduciary Standard.

Our litmus test is the question: “Would we be comfortable providing the same advice to our family members?”

 

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