Our Fiduciary Promise
At Little & Associates Wealth Management, we separate the advice we offer from asset custody and the financial products and services. As a result, our clients expect, receive and benefit from completely objective and 100% transparent advice. This is the fiduciary standard and our promise to you. As a Fiduciary, we are obligated to serve our clients interest above anything else.
First Clearing, LLC, an affiliate of Wells Fargo, serves as custodian and clearing firm for all client assets. To handle our back-office broker-dealer and registered investment advisory services, we tap the experience of Prospera Financial Services, a five-time winner of Investment Advisor’s Broker-Dealer of the Year Award.
“A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another’s benefit.”