CWM Partners is Committed to Real Fiduciary Practices

The financial services industry is composed of a small group of professionals and firms who are fiduciaries and a far larger group who offer financial products and services without committing to the higher fiduciary standard of practice.

Fiduciaries place their client’s interests ahead of their own and their firms’ at all times. The Institute for the Fiduciary Standard has defined a set of Real Fiduciary Practices whose objective is to provide clients with greater confidence. Advisors, such as CWM Partners, who affirm these Best Practices in writing, are committing to higher standards. They believe these define the best way to provide clients with financial advice.

The founder of CWM Partners, Michael Warszawski, was a founding member and moderator of the Chairman’s Council of the Institute for the Fiduciary Standard and assisted in the development of these best practices. Please follow the link below for further information.

Among other benefits, Real Fiduciary Best Practices offer our families:

• A duty of loyalty

• A duty of care

• A commitment to acting with utmost good faith

• The avoidance or mitigation of conflicts of interest

• Transparency of pricing and fees

• Clear and truthful disclosures and explanations

Real Fiduciary Practices

Please click here to view our firm's regulatory filings, including Form ADV, brochures and relationship summary