The Blackwood Difference Shaun
We have no sales quotas or proprietary requirements, and we have no allegiance to one product or another. We serve our clients, not a Wall Street firm. As such, we are uniquely qualified to provide you objective advice. In short, we don’t care what products get you to your goals, just that you get there.
A Fiduciary Guide
Fiduciary is not only the big buzz word in the financial world today, it’s also a legal requirement. In simple terms, being a fiduciary means a person/entity is held to the lofty standard of acting in the best interests of someone else. We are a fiduciary to you. Plain and simple.
We fully disclose our services and fees. We have nothing to hide. A fully transparent advisory relationship can allow you to understand what we do, how we do it and exactly what we get paid for doing it. Ideally, this results in better decision making for you and us.
Whether it’s adopting new technology to better serve our clients or leaving no stone unturned in order to find a solution to achieve client goals, we take pride in not being set in our way. We are constantly looking for ways to better our guidance, our technology and our client experience so we can get to the end goal – your goal.