About Tsai Wealth Management
Established in 2009, Tsai Wealth Management focuses on keeping the interests of our clients at the center of our attention. Our mission is to deliver the best financial advice to our clients in alignment with their financial goals. As registered investment advisers we have a fiduciary responsibility to keep our clients best interests in mind and provide unbiased advice. Our approach is to create the best financial strategy through comprehensive wealth management.
There is no magic involved in what we do. Reliable and responsible financial growth takes time and dedicated actions. We're with you every step of the way.
Fiduciaries with your goals in mind
Tsai Wealth Management operates as fiduciaries. Simply put, we put your interests and goals above everything else, even our own.
- Our advisers shall always act in good faith and good will, with candor.
- Our advisers shall be proactive in disclosure of any conflicts of interest.
- Our advisors shall not accept any referral fees or commissions.
- Our Advisors will hold your financial interests first and foremost.
Fee-Only
We are Fee-Only advisors. This means we do not accept any commissions in any form. Many financial planners and advisors receive commissions on products they sell to their clients. The problem with these commissions is that it creates a conflict of interest. Our only source of compensation comes from our clients. Our loyalty is always with our clients. As Fee-Only advisors, we believe in providing always the best recommendations to our clients.
Credentials
Tsai Wealth Management is fully accredited and licensed.
