Are you searching for a Wealth Management Firm worthy of your trust? consider Benedetti, Gucer & Associates
Is trust assumed or earned? Is it accumulated over time? Is it fleeting if something is done to violate the sacred covenant on which the trust is built?
Is trust always mutual and does it only exist between two people? Can you trust a company or an entire industry?
The answers to these questions are not always clear, but at the root, trust is an attribute valued in almost every aspect of life. We look for partners in life and business who we can lean on, who demonstrate integrity and honesty, and above all, who are trustworthy.
Some people mistrust the government; many others have suspicions of corporate America, especially those in the financial services industry. It is easy to understand why after the 2008 financial crisis. When the public hears names like Bernie Madoff or Lehman Brothers it is hard not to flash back to a time when hard working American’s struggled to make ends meet, when retirement and pension funds disappeared overnight, and when the uncertainty of the future left many unwilling to invest in a weak and downturned stock market. Many things have changed since then, but the unresolved feelings about those who work in the financial services industry are still palpable.
Bob Vanourek, the author of Triple Crown Leadership, once said, “Trust is built when someone is vulnerable and not taken advantage of.” The American people feel like they have been taken advantage of and they are slow to build up their trust again.
Knowing the tumultuous times the entire financial industry has faced in the past ten years, makes it even more impressive to learn of a financial firm that exemplifies integrity, honesty, and professionalism. The Wealth Management Firm of Benedetti, Gucer & Associates (BGA) is truly a diamond in the rough.
BGA is a boutique firm located in the Dunwoody area of Atlanta, Georgia and they operate as a Registered Investment Advisor (RIA). An RIA is a fee-based fiduciary, and unlike many financial advisors, they are obligated by law to disclose any possible conflicts of interest. As a fiduciary, they are required to put the interests of their clients above their own. More plainly, an RIA can help clients manage their wealth, but they have more legal obligations since they are bound to uphold the principles of the Investment Advisers Act of 1940. Most RIA’s are paid based on the percentage of assets managed. Therefore, if a client’s account goes up, the advisor makes more money; if it goes down, the advisor makes less money. This compensation arrangement is much fairer, and it gives the advisor incentive to safely and appropriately grow the client’s assets.
In an industry saturated with mistrust, BGA stands apart from the crowd for all the right reasons.
The financial advisors at BGA not only differentiate themselves because they are willing to be held to higher standard legally, but also by holding themselves to a higher level of professionalism and integrity. They can provide candid, unbiased advice because unlike the big-bank advisory firms, they operate in an environment with fewer conflicts of interest. Since RIA’s do not receive commissions for asset management, they have no incentive to recommend one product over another based on a higher or lower fee schedule.
While other financial firms are working to regain the trust of their clients, BGA is continuing to help their clients navigate the financial landscape by offering honest and sound advice. They believe in taking a holistic approach to wealth management. They strive to grow and protect their client’s assets through a variety of sophisticated and diverse investments, and they do this by evaluating their client’s individual financial situation, time horizon, goals, and risk tolerance. While this may seem simple enough, recent history has shown us that not all financial advisors operate in this manner.
Benedetti, Gucer & Associates specializes in wealth management and corporate retirement plans. Their financial advisors work diligently to earn the trust of clients in a world wary of the financial service industry. They are detail oriented, approachable, and they conscientiously manage each account with the knowledge that many of their clients have already amassed the majority of their wealth; now they are looking to preserve and protect it during their retirement years.
When it comes to planning your finances, do not limit yourself to the big-bank firms. Turn to a boutique Wealth Management Firm who has proven time and time again that they put their clients interests ahead of their own. Work with a trusted ally who holds themselves to a higher standard; Benedetti, Gucer & Associates.
The views expressed represent the opinions of Benedetti, Gucer & Associates and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.
Additional information, including management fees and expenses, is provided on Benedetti, Gucer & Associates’ Form ADV Part 2, which is available upon request.