Wealth Management

Our mission is simple: Conserve Plan Grow®.  Over 400 individuals and families entrust us to do just that – to build, protect, and grow their wealth.

The Fiduciary Group’s wealth management services are built first and foremost on fiduciary investment management. We start by listening. We seek to understand our clients’ goals and needs for the short and long term. We get to know our clients and their families. We then determine an appropriate investment strategy and follow a disciplined process to help our clients achieve investment returns in line with their time horizon, objectives, tolerance for risk. Read More

401(k) Investment Management

We have created a better way for employees to save and invest for retirement. It’s a different kind of 401(k) platform, built out of our own need to have an excellent 401(k) offering for our own employees, and from the perspective of the best interests of participants. The platform is designed to achieve two main things:

Help participants achieve greater success in retirement savings and investment outcomes.
Greatly reduce or eliminate the plan sponsor’s fiduciary liability. Read More

Trust & Estate Administration

If you have significant financial assets, it’s never too early to start planning how they will be managed and distributed after you’re gone. Having administered trust assets for over 45 years, we know how to steward assets effectively across generational lines. Developing and setting a plan in place as early as possible makes dealing with the transition much easier for all involved.

Whether you have a will you want to execute or wish to set up a trust or endowment that will long outlive you, we are ready to work and ensure your intentions are honored. Read More

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