The Firm
Welcome to the Trafalgar Wealth Management family. We are a unique financial advisory firm that offers you service that is personal, private, and exclusive. We aspire to have only a limited number of clients in which we provide personal service to each and every one of them. As a Registered Investment Advisor (RIA), TWM has many benefits to a traditional brokerage house:
• Fiduciary Responsibility – Registered Investment Advisors have a fiduciary duty to their clients. This is a moral and a legal obligation to
place your interests ahead of our own.
• Greater Independence – Since we’re not part of a brokerage firm with in-house products and services to sell, we are able to provide clients
with objective guidance on which investments will best meet their needs.
• Interests Aligned With Yours – Our compensation is based on a percentage of assets under management, so our success is directly
linked to that of our clients.
• Buy And Homework - Focusing on complex planning needs means creating comprehensive wealth management strategies that are not your
normal "buy and hold" strategies. Our models are updated every week and this allows us to take advantage of short-term market conditions
while focusing on your portfolio's long-term growth. When major market events occur, clients are immediately notified and then we discuss
how to best position their portfolio to take advantage of the situation.
We honor our relationship with you by providing independent thinking that is free of conflicts of interest and the attention that you deserve. You will not likely find this type of service and performance anywhere else. Life isn’t static, and your financial plan shouldn’t be either. It needs to be flexible enough to meet unexpected challenges, but disciplined enough to maintain a long-term vision that encompasses all of your financial goals. Your goals are the driving force behind the financial guidance we offer. As an independent advisory firm we select the strategies and securities that are right for you. Our research is not tainted by the conflicts of interest that have plagued the Wall Street giants for many years.
A clear investment process, combined with years of experience, leads to good investment decisions. To that end, we will craft a detailed system to ensure you receive high quality advice