Guardian Accounts

Florida Fiduciary Wealth Management understands the rules, duties and responsibilities Guardians are governed by. We also comprehend that, as Guardian, your duties are many and varied. They may include, but are not limited to, making personal, health-related, and financial decisions for your ward. We appreciate that you are responsible for protecting your ward's assets by investing it prudently, using it for their support, and accounting for it by filing detailed annual reports with the court.

Why not delegate the financial decision process to us? Florida Fiduciary Wealth Management is experienced in handling Guardian accounts prudently without undue risks. We review accounts on a quarterly basis and provide you with quarterly and/or semi-annual statements, with time-weighted performance, for the required Guardian annual report. We have a particularly good history with our Guardian accounts and are confident that they would gladly provide a reference for us.