How number-crunching millennials launched an RIA and where a 72 year-old RIA comes in
Fiduciary Financial Group exemplifies how millennials are reshaping wealth management through innovation and intergenerational collaboration. Founded in 2016, the firm combines tech-savvy strategies with fiduciary principles to serve executives and families in the San Francisco Bay Area.
Co-founder Trevor Scotto, CPA and CFP®, emphasizes a consultative approach, tailoring solutions around clients' values rather than generic investment models.
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Important Disclosures
The content of this article is provided for informational and educational purposes only and does not constitute investment, tax, or legal advice, nor an offer or solicitation to buy or sell any security. Any graphs, charts, or formula or device used should not be used to determine which securities to buy or sell or when to buy or sell them. The views expressed are as of the date of publication and are subject to change. Nothing herein is personalized advice or a recommendation for any individual; you should consult a qualified professional regarding your specific situation.
Fiduciary Financial Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fiduciary Financial Group unless a client service agreement is in place.
Tax preparation, tax planning, and tax advisory services offered through Cooper & Vogelheim LLP, an affiliated entity. These services are only provided to clients who sign a separate tax engagement agreement. Tax advice is not provided by Fiduciary Financial Group, a registered investment advisory firm.
Legal services are offered to California clients only by affiliated entity FFG Law, a Professional Corporation. Individuals who seek to use this service must sign a separate legal engagement agreement. Fiduciary Financial Group, a registered investment advisory firm, does not provide legal advice.