A fiduciary is a person or organized working on behalf of an individual or group and is required to make decisions that are in their best interest. It’s critical to work with a financial professional who is a fiduciary, so you can trust that the strategies and products recommended are for your benefit — no for the benefit of the professional, the corporation or a third party. As fiduciaries, we are governed by these high standards and do not push proprietary products or products to make a commission. This helps ensure that the financial solutions we offer are in your best interest and tailored to your specific needs..
Fiduciaries like us are required to avoid conflicts of interest whenever possible or to disclose potential conflicts when they exist.
Yes, at Pierson Wealth Management we adhere strictly to the fiduciary standard. Ivy Pierson is an Investment Advisor Representative, which means she is legally required to uphold the fiduciary standard through Investment Advisers Act of 1940.
We work with a range of individuals and families whose needs differ, yet they share similar goals. Overall, they want to spend their time enjoying what matters most to them rather than focusing on their investment performance or the ins and outs of their cash flow. We are committed to cultivating close relationships with our clients to genuinely understand their goals and provide straightforward, personalized advice that makes sense for their lives.
The typical sweet spot in which we excel at bringing maximum value to our clients are those who have at least $500,000 of investable assets.
Our financial planning services are customized to your needs, and as such every agreement is different. Planning fees start at $1,500.
Our approach to financial planning prioritizes your needs based on what you three categories: now, soon and later. We therefore create a time-oriented comprehensive plan for you that also considers your financial life as a whole — covering topics such as planning for retirement, saving for education, and managing your insurance coverage.
We believe that a strong financial plan gives you the best chance of achieving your goals while helping you think through each decision strategically. Over our years serving many individuals and their families, we’ve refined a thoughtful process that helps our clients understand the moving pieces of their finances and prepare as their lives evolve and their needs change.
Pierson Wealth Management understands the intricacies of the ever-changing financial environment and knows how to transfer these changes to a well-constructed plan in your best interest.