We entered the financial services industry to bring a new light to financial planning. We have found that the most financially secure individuals don’t necessarily have the most assets, but they have a clear plan that takes into account today, the future, and everything in between. We take an accountable approach to wealth management, educate our clients on their options, and serve as your personal financial advocate, confidante, and friend.
The fiduciary duty requires an advisor to act in the best interest of their clients and to put their clients’ needs above their own at all times. The professionals at Pangea Wealth Management serve as fiduciaries over our clients’ plans.
Setting portfolio return expectations using risk (rather than average return) leads to better-informed and happier clients.
*As reported by Financial Planning Magazine, June 1996 - 2017, based on total revenue.