Investment Advisory

Fiduciary standard, transparent pricing, lower costs, and freedom to choose products that are best for clients are all reasons why First Wealth Advisory, Inc. is unique.

We are held to higher standard than an investment broker. Paid through fees rather than commissions, requiring us to always do what is best for the client. As a fiduciary, we operate under a duty of loyalty know as the “exclusive benefit rule”, a fiduciary must perform his or her duties soley in the interest of the participants and beneficiearies.  First Wealth Advisory, Inc. always has its clients’ best interests at heart.

In our active management strategies we adhere to strict processes based on an proprietary algorithm. Processes that include buy and sell triggers seeking to capture as much of the market’s upward trend as possible and reduce downward market trends as much as possible.

We help our clients develop an Investment Policy Statement (IPS). We then build an asset allocation comprised of the required asset classes followed by identifying the best investments for those asset classes. Because we have an open architectural platform with an abundance of products available within a specific asset allocation strategy, this allows us to remain objective and provide unbiased recommendations for investments.

Our process affords our clients comfort in knowing a team of professionals has helped them developed their Investment Strategy, monitoring it regularly and keeping you, the client, informed of changes that need to be made to keep you on track to meet the financial goals we have set forth.