Alonso Foy Wealth Management

Meet The Team

Our team is comprised of people with diverse backgrounds and skillsets who collaborate to create a comprehensive financial experience for each person we serve.

We Have Your Best Interest. What it means to be a Fiduciary.

Fiduciary duty represents the highest degree of trust and confidence that the investment advisor will act in your best interest. As a fiduciary, your investment advisor has the duty to:

  • Make full and fair disclosure of all material facts, particularly where the advisor’s interests may conflict with the client’s
  • Have a reasonable, independent basis for the investment advice
  • Obtain best execution for clients’ securities to the client’s objectives, needs and circumstances
  • Refrain from effecting personal securities transactions inconsistent with the client’s interests
  • Be loyal to clients
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Newsletter: What’s Required of the Executor of an Estate?

Being named as the executor of a friend’s or family member’s estate is generally an honor, but settling an estate can be a difficult and time-consuming job. Each state has specific laws detailing an executor’s responsibilities.