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At Copia Wealth Management & Insurance Services operating under the fiduciary standard is part of our history, and has always been embedded in our investment approach. Our priority is to meet the needs of our clients and offer the best investment guidance to help them reach their financial goals.
Under the fiduciary standard, financial advisors have a legal obligation to put the best interests of the client ahead of their own when making investment recommendations. That means choosing the investments that best align with the client's objectives, and sharing all critical information with the client.
Work With a Fiduciary to Ensure You're Getting the Best Advice