We believe that relationships can only
thrive when values match.
Home » Why We Are Different » Fiduciary Responsibility
Fiduciary Responsibility
Did you know…Having a fiduciary responsibility holds our firm to the highest standard in the industry.
In plain language, “fiduciary” means we act in your best interest; every decision we make is for your benefit.
Did you know that different advisors are held to different standards? Only advisors who have a Series 65 license have a legal, fiduciary responsibility to act in their client’s best interests. Other advisors are held to the significantly lower standard known as the “suitability” standard, meaning that as long as they do what is deemed “suitable,” they are fully within their legal rights to act in their best interest and their company’s best interest before those of their clients.
Roberts Wealth Management Investment Advisor Representatives (IAR’s) are bound by the fiduciary standard, a fiduciary duty. This means we always provide advice and recommend investments that we view as being in your best interest.
We are also required to provide upfront disclosures about: our qualifications, what services we provide, how we are compensated, possible conflicts of interest and whether we have any record of disciplinary actions against us.
For more information on Roberts Wealth Management’s fiduciary responsibilities, or to schedule a no-obligation consultation, give us a call at 281-277-0645.
Request a No-Obligation Consultation
Who We Are / Our Focus
MEET APRIL & PAUL ROBERTS
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
WHAT WE DO
Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
UPCOMING EVENTS
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
MEET APRIL & PAUL ROBERTS
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
WHAT WE DO
Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
UPCOMING EVENTS
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.