Shakespeare Blog: View from the Lake

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Tip of the Month | April 2023

What is a Fiduciary?

Written By: Nick Ziarek, CFP®, CFA

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A fiduciary is someone who is legally required to act in the best interest of their clients. This means your needs and goals are prioritized over the interests of the advisor or firm. At Shakespeare, we work hard with each of our clients to develop a deep relationship and strong level of trust so you can rest assured the recommendations we provide are always in your best interest.