Integrity. Expertise. Always.
Our philosophy is simple: "Do the right thing."
The financial services profession is a wonderful one, but over the course of my twenty-five year career, I can't help but to have noticed that many firms (other firms, not this one!) have suffered financial scandals. Those scandals often resulted from conflicts between how a financial representative was compensated and what was in the best interest of the client. I share that because compensation structures tend to influence behavior, so it is very important that you and your financial adviser are on the same side of the table.
The financial services profession is a wonderful one, but over the course of my twenty-five year career, I can't help but to have noticed that many firms (other firms, not this one!) have suffered financial scandals. Those scandals often resulted from conflicts between how a financial representative was compensated and what was in the best interest of the client. I share that because compensation structures tend to influence behavior, so it is very important that you and your financial adviser are on the same side of the table.
Fee-Based
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As the owner of this firm, I want our interests to be aligned. That is why we are paid fees, not commissions, for the financial planning and investment work we do. There is no incentive for us to churn your investment account. We both win when your assets appreciate in value. That is why Strategic Wealth is a fee-based Registered Investment Adviser (RIA). As such, we are fiduciaries.
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Student of the Business
By my nature and because I support that fiduciary standard, I am very focused on relevant knowledge and expertise. That is why I hold the Chartered Financial Consultant, Registered Employee Benefits Consultant, Registered Health Underwriter, and Chartered Life Underwriter designations. I also earned a 4.00 GPA from the University of North Georgia for my MBA coursework. Additionally, I am a voracious reader of financial, economic, and tax-related literature.
If you have any questions, please contact me. Stay well.
Regards,
Bruce Wing, ChFC, REBC, RHU, CLU
If you have any questions, please contact me. Stay well.
Regards,
Bruce Wing, ChFC, REBC, RHU, CLU