Fraser Wealth Management - Woodstock
Mark Hartwig We got started with FWM in 2014 after having - and moving from - 2 or 3 previous financial planners. The last, after about 2 years, had come up with a possibly well-intended but sketchy-sounding scheme. We had also learned that the good friends who referred us to that planner had left him due to great disappointment, along with another good friend to whom we had recommended that same planner. Weve sinced learned of others who left our previous planner and have chosen to work with FWM.
We had become aware of FWM through their work for a longtime respected nonprofit. We received great information and advice from them, and especially Social Security information that was unique among planners at the time. It made a big - and very beneficial - difference in our retirement plans.
Their motto is "Integrity leads, trust follows." As fiduciaries, they are held to the highest professional standards. They are required by law to not just guide clients towards what is *acceptable* for a client, but, in good faith, what is *best* for a client.
I could go on, but I encourage you to explore whether Fraser Wealth Management might be a more appropriate fit as a trusted financial planning partner.